Joseph Sunday is a CFP-designated registered investment advisor at Smith Bruer, based in Tallahassee, FL, with 12 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 270 clients with $240M 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 | 1.25% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
1700 Summit Lake Drive, Suite 102, Tallahassee, FL, 32317
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
Joseph is licensed as an independent insurance agent since 2007, selling fixed insurance products and health insurance through various carriers. This activity is not investment related.
Employment History
Current Registrations
Smith Bruer
Previous Registrations
Wilbanks Securities, INC.Broker
Wilbanks Securities Advisory
AXA Advisors, LLC
AXA Advisors, LLCBroker
Woodbury Financial Services, INC.Broker
State Registrations1 state
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.