Joule Financial, LLC, based out of Lexington, KY, is a highly regarded small investment advisory firm. With over 540 individual clients and assets under management totaling over $269,761,000, they have established themselves as a trusted partner in wealth management. With a strong focus on employer 401Ks and individual investments, Joule Financial possesses extensive expertise in this sector, making them an ideal choice for those seeking tailored financial solutions.
With a total of six employees, four of whom are dedicated investment advisors, Joule Financial offers a personalized and hands-on approach to their clients. The firm...
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Assets Under Mgmt
$269.76M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.