Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for portfolio management are charged as a percentage of assets under management. For assets between $50,000 and $250,000, the fee ranges from 1.00% to 2.00%. For assets between $250,000 and $1,000,000, the fee ranges from 0.65% to 2.00%. Fees for assets over $1,000,000 are negotiable. If a third-party advisor is selected, their fee schedule will apply. Management fees are generally deducted from client accounts at the end of each calendar quarter, but clients can elect to be billed directly. Fees may be negotiable under certain circumstances. Hourly charges are not to exceed $250.00 per hour, or fees exceeding 2% of assets annually. WCSI generally requires accounts have a minimum of $50,000 when opened, however the minimum may be waived in certain circumstances.
Areas of Practice
Advisor Information
Office location
100 Old W Wilson Bridge Road, Suite 101, Worthington, OH, 43085
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an investment advisor and owner of Financial Management Consultants, Inc. dba Tricord Investment Advisors, spending nearly full-time on investment advice and managing accounts. He also dedicates minimal time to Stewardship Foundation as an executive manager and has a legacy appointment as an independent insurance agent selling fixed life insurance.