Joseph Weeks
Joseph Weeks is a registered investment advisor at Key Capital Management, INC., based in Hendersonville, TN, with 5 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 2,018 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Portfolio management fees are individually negotiated with each client and are generally up to 2% of the market value of assets in the account calculated annually.
Fee Estimator
Location
181 East Main St. Suite #7, Hendersonville, TN, 37075
Get directionsHistory
Regulatory History (1)
Criminal
October 2004Employment History
Current Registrations
Key Capital Management, INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Securian Financial Services, INC.
Securian 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.