Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual management fee ranges from 0.25% to 2.00% of assets under management, billed monthly in arrears. The fee is negotiable and based on the account value and complexity of the client's situation. This fee includes the firm's advisory fee, the platform fee paid to the sub-adviser, and the portfolio model manager fee, if applicable. The firm requires a minimum of $500,000 to open and maintain an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
7870 E. Kemper Road, #430, Cincinnati, OH, 45249
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 a managing member and licensed agent at Wilson Private Capital, LLC, focusing on insurance sales and services since July 2024. This activity takes nearly all of Joseph's time, including during trading hours.