Unclaimed
Britt Joyce is a financial advisor and Investment Advisor Representative at Regatta Capital Group, LLC, located in El Segundo, CA. Britt holds the Chartered Financial Analyst designation. Britt works with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, pooled investment vehicles and other clients. Britt's firm offers portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning, pension consulting, and coaching services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Coaching services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/14/2016 - Present
Regatta Capital Group, LLC (EL SEGUNDO CA)
Active
Inactive
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