Advisor at Union Capital Company
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Joseph Eberle III is a financial advisor at Union Capital Company with 37 years of industry experience. He holds a Series 63 designation and has worked at Union Capital since 2021, following six years at Calton & Associates, Inc. Eberle has provided quarterly performance reviews for the Shelby County Schools Local Retirement Plan for over thirty years, preparing detailed reports on money managers’ performance. Union Capital Company offers portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm applies Markowitz modern portfolio theory to asset allocation and manages portfolios using a variety of investment vehicles on both discretionary and non-discretionary bases.
Based on Union Capital Company
$0 - $5,000,000: 0.60% - 2.00% $5,000,001 - $10,000,000: 0.40% - 1.75% $10,000,000+: Negotiable
Advisory agents may receive commissions, 12b-1 fees, and other compensation from securities and insurance sales.
Account minimum: $25,000
Pooler, GA
Tennessee
Union Capital Company
2021 - Present (5 years)
Calton & Associates, Inc.
2015 - 2021 (6 years)
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They provide trust and estate administration services, typically for separate fees.
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