Joseph Team is a CFP-designated registered investment advisor at Team Financial Strategies, based in Abilene, TX, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 259 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
These fees apply to "Wealth Management" and "Wealth Planning" services. "Wealth Builder" services have a different fee structure: 1.00% of managed assets AND a $75/quarterly fee. Institutional accounts have a different fee schedule as well.
Fee Estimator
Location
425 Cypress St., Abilene, TX, 79601
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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.
Learn about disclosures →Other Business Activities
Joseph is the President and CCO of Blue Horse Financial Advisors, LLC, primarily managing operations and overseeing compliance. He also participates in real estate investments in Texas as a Member/Manager/Treasurer of N2 Development.
Employment History
Current Registrations
Team Financial Strategies
Previous Registrations
Blue Horse Financial
Briaud Financial Planning INC
State Registrations1 state
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