Advisor at William Joseph Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
William Joseph Capital Management, Inc.
Location
Summverville, SC
Credentials
CFP®
Industry experience
10 years
Fixed fees for comprehensive financial plans or specific analyses, negotiable; examples include $5,000 for comprehensive planning, $1,000 for specific analysis
0.60% to 1.35% annually, fees negotiated based on account size, relationship, and services provided
Commissions received for sale of insurance products through affiliated insurance agency
Hourly fees for ongoing financial planning and consulting, negotiable; example rate $250/hour
Fee-only: Fixed fees for financial planning services, negotiable and based on scope and complexity (e.g., $5,000 for comprehensive plan); hourly fees negotiable (e.g., $250/hour)
William Joseph Capital Management LLC
2015 - Present (11 years)
Abacus Financial Advisors LLC
2005 - Present (21 years)
Ricci & Co CPAs and Consultants LLC
1999 - Present (27 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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 66
Moncks Corner, SC
Edward Jones
CFP®, Series 66
Daniel Island, SC
Edward Jones
Series 66
Summerville, SC
Edward Jones
CFP®, Series 66
Hanahan, SC
Edward Jones
CFP®, ChFC®, Series 63, Series 66
Summerville, SC
Edward Jones
Series 66
Summerville, SC
Edward Jones
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