Joseph Biggerstaff is a registered investment advisor at Accelerate Retirement, based in Athens, TX, with 25 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 916 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accelerate Investment Advisors manages investment portfolios for clients, charging a fee based on the value of the assets in the account. The maximum annual fee is 1.50%, but fees are negotiated on a per-client basis. There is a minimum account balance of $25,000, though exceptions may apply to employees and relatives of Accelerate or existing clients. Fees are collected quarterly in arrears and are automatically deducted from the client's account.
Location
Athens, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Joseph is involved with multiple Registered Investment Advisor DBAs, including Generations Financial Management, Advisor Resource Council, Council Family Office, Lighthouse Financial, Foundation Wealth Partners, BiggFinancial LLC, and 360 Wealth Planners, LLC, dedicating full-time hours to these activities. He also works as a Varsity Head Coach for Baseball at Heritage Christian Academy, dedicating about 10-20% of his time.
Employment History
Current Registrations
Accelerate Retirement
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Advisor Resource Council
Previous Registrations
Gwfs Equities, INC.Broker
MML Distributors, LLCBroker
Guidestone Financial ServicesBroker
Pfpc Distributors, INC.Broker
Pfpc Distributors, INC.Broker
Sws Financial ServicesBroker
PFS Investments INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.