Joe Franklin
Joe Franklin is a CFP-designated registered investment advisor at Innovative Advisory Partners, LLC, based in Hixson, TN, with 29 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 404 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.55% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Generally impose a minimum annual fee of $2,000 per household. Clients may be charged higher or lower fees than the fee schedule above. Some clients may be charged an overall flat percentage rather than blended. An annual fee of up to $65 may be assessed on all accounts to cover technology costs.
Fee Estimator
Location
4700 Hixson Pike, Hixson, TN, 37343-4806
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joe spends most of his time on Franklin Wealth Management as a DBA for LPL business. He also sells non-variable insurance products like life insurance and fixed annuities, and dedicates full-time hours to Innovative Advisory Partners, LLC as a registered investment advisor.
Employment History
Current Registrations
Innovative Advisory Partners, LLC
Previous Registrations
Innovative Advisory Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.