Joseph Brooks is a CFP-designated registered investment advisor at Sapere Wealth Management, LLC, based in Matthews, NC, with 26 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 252 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on legacy relationships, the amount of assets managed, related accounts, and pro bono work.
Fee Estimator
Location
130 Matthews Station St., Suite 2A, Matthews, NC, 28105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sapere Wealth Management, LLC
Previous Registrations
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State Registrations1 state
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