Joseph Perkins is a registered investment advisor at Cannon Wealth Management Services, based in Winston Salem, NC, with 9 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 411 clients with $250M 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 $100K | 1.80% |
| $100K - $250K | 1.68% |
| $250K - $500K | 1.55% |
| $500K - $1000K | 1.43% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.18% |
| $3.0M - $4.0M | 1.05% |
| $4.0M - $5.0M | 0.93% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.68% |
| $10.0M - $12.5M | 0.55% |
| $12.5M - $15.0M | 0.42% |
| $15M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Location
2160 Country Club Road, Winston Salem, NC, 27104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Joseph is a partner at Cannon & Company LLP, a full-service accounting firm, spending nearly full-time there. He also works as a Registered Representative for Private Client Services, monitoring investment portfolios for clients a minimal amount of time each month.
Employment History
Current Registrations
Cannon Wealth Management Services
Previous Registrations
Private Client Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
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.