Advisor at Harvest investment Services, LLC
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Firm
Harvest investment Services, LLC
Location
Palmetto Bay, FL 33176
Credentials
Series 63, Series 65
Industry experience
24 years
Joseph Webb is a financial advisor with Envoy Advisory Inc. holding Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at Harvest Investment Services, Inspire Advisors, and Profit Planners Management Group. He is the founder and chairman of Twin Peaks Financial Ministries, a nonprofit providing financial literacy seminars. Envoy Advisory primarily serves 403(b) plan sponsors and their participants, offering investment advice through a largely non-discretionary platform that incorporates Modern Portfolio Theory and various model options, including target-date and risk-based strategies. The firm manages over $533 million in client assets and supports participant transactions through its proprietary Envoy Platform and affiliated recordkeeping services.
Based on Harvest investment Services, LLC
Based on Harvest investment Services, LLC
Fixed fees for financial planning up to $10,000 or more; Estate planning fees from $1,250 to $2,500 per engagement
$0 - $49,999: 2.80% $50,000 - $99,999: 2.75% $100,000 - $249,999: 2.50% $250,000 - $499,999: 2.25% $500,000 - $749,999: 2.00% $750,000 - $999,999: 2.00% $1,000,000 - $1,499,999: 1.75% $1,500,000 - $1,999,999: 1.75% $2,000,000 - $9,999,999: 1.50% $10,000,000+: negotiable
Insurance commissions earned by some representatives, separate and in addition to advisory fees
Hourly financial planning and consulting fees up to $500/hour
Account minimum: $25,000 Minimum fee: $25 quarterly Reporting Fee for accounts below $50,000 Fee-only: Hourly fees up to $500/hour; Fixed fees up to $10,000 or more; financial planning software annual fee up to $500; Estate planning fees $1,250 to $2,500 per engagement
8925 Sw 148 Street, Suite 200
Palmetto Bay, FL 33176
Florida
Envoy Advisory Inc.
2024 - Present (2 years)
Harvest Investment Services, LLC
2024 - Present (2 years)
Inspire Advisors, LLC dba Profit Planners Management Group
2019 - 2025 (6 years)
IFS Advisory, LLC
2018 - 2019 (1 year)
IFS Advisory, LLC
2017 - 2019 (2 years)
G.A. Repple and Company
2016 - 2017 (1 year)
Profit Planners MGA, LLC
2010 - Present (16 years)
American United Life
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 65
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Series 65
Miami, FL
BlueReef Capital
Series 63, Series 65
Miami Beach, FL
Fintelect AM, LLC
Series 63, Series 65
Miami, FL
Dumont Wealth
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