Joseph Eberle is a registered investment advisor at Union Capital Company, based in Tucson, AZ, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 517 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Union Capital Company manages investment portfolios for a fee based on the value of your portfolio. The annual fee ranges are:
- $0 to $5,000,000: 0.60% - 2.00%
- $5,000,001 to $10,000,000: 0.40% - 1.75%
- Over $10,000,000: Negotiable
Fees are calculated and collected quarterly in advance. There is a minimum account size of $25,000. The fees and account minimums are negotiable.
Location
6083 E. Grant Road, Tucson, AZ, 85712
Get directionsHistory
Regulatory History (1)
Regulatory
August 2007Other Business Activities
Joseph provides quarterly reviews for Shelby County Schools, dedicating minimal time per month. He also attends meetings for the Trust Company of Knoxville and helps make presentations to employees a couple times a year, also dedicating minimal time per month.
Employment History
Current Registrations
Union Capital Company
Union Capital Company
Union Capital CompanyBroker
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Strategic Asset Consulting
Advanced Asset Trading, INCBroker
R. D. Kushnir & CO.Broker
Trading Services Group, INC.Broker
Total Resources, INC.Broker
Furman Selz Mager Dietz & Birney IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.