Joule Financial, Llc
Lexington, Kentucky
5.0
5 Reviews
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

48%

% Discretionary

98%
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
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