Joseph Maxey is a CFP-designated registered investment advisor at Trademark Capital Management INC., based in Watkinsville, GA, with 15 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. Their firm serves 297 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management are negotiable, up to a maximum of 1.25% annually. The actual fee is specified in the client's agreement with Trademark Capital. Fees are billed quarterly in advance, based on the value of the account on the last day of the previous quarter. Some clients may have different fee schedules based on prior contractual arrangements.
Location
1551 Jennings Mill Road, Suite 1200A, Watkinsville, GA, 30677
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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 a member of Summersalt Ventures LLC and Summersalt Investments LLC, both real estate rental properties, dedicating minimal time to each. He is also a partner in Skywater Construction, a custom home builder, spending about half his time on this activity.
Employment History
Current Registrations
Trademark Capital Management INC.
Previous Registrations
Zacks Investment Management, INC.
Independent Financial Partners
Trademark Capital Management INC.
Trademark Capital Management INC
Athens Capital Group, LLC
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.