Courtney Joyner is a CFP-designated registered investment advisor at Align Impact, LLC, based in Dallas, TX. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 56 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Align Impact charges portfolio management fees on a quarterly basis. Clients can select an asset-based fee, a flat fee, or a combination of both. Flat fees typically range from $100,000 to $800,000 and are negotiable. If a sub-advisor manages assets, those fees are separate from Align's fees.
Location
Dallas, TX
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 →Employment History
Current Registrations
Align Impact, LLC
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.