Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on assets under management or advisement. In certain cases, financial planning, reporting and/or consulting services are provided for an additional fee, which can be based on a percentage of assets or a flat or hourly rate. The minimum investment required on the AssetMark Platform depends upon the Investment Solution chosen for a Client’s account and is generally $10,000 for Mutual Fund and $25,000 for ETF Accounts and from $25,000 to $1,000,000 for Privately Managed and Unified Managed Accounts, depending on the investment strategy selected for the account.
Areas of Practice
Advisor Information
Office location
Wimberley, TX
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chadwick is a Managing Director at Jooy Wealth, offering investment advisory services, dedicating full-time hours to this role. He also serves on the Wimberley ISD School Board and is the Founder & CEO of Jooy Consulting, LLC, a business consulting firm, dedicating about a quarter of his time to the consulting role.