Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
For Wealth Apex™ and Wealth Builder™ services, you'll pay an annual fee based on your portfolio size (see rates in table). The Wealth Builder™ service also has a minimum annual fee of $2,500, whichever is greater. Clients will also incur transaction charges from their custodian. The Wealth Apex™ service requires a minimum portfolio balance of $750,000, while the Wealth Builder™ service requires a minimum of $250,000 and a minimum monthly contribution of $500. Households may aggregate their assets to meet the minimum portfolio balance requirements. However, our firm requires a minimum account balance of $10,000 for individual accounts. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
14500 N. Northsight Blvd, Ste, 200, Scottsdale, AZ, 85260
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 Activities
Joseph holds an ownership interest in Blue Hawaii LLC, formed to hold a rental property, and participates in its management. He spends minimal time on this activity.