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 $250K | 2.25% |
| $250K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3M+ | 1.25% |
Fees are negotiable. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Investment management fees are based on a percentage of assets managed, as detailed in the table. Financial planning services are offered for a fixed fee ranging from $8,000 to $50,000, or an hourly fee of $175, both negotiable based on complexity. Pension consulting services are also offered, with fees mirroring the investment management schedule.
Areas of Practice
Advisor Information
Office location
1075 West Market St., Akron, OH, 44313
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
Joshua is a registered representative with Independence Capital Co. Inc. and the President of Warthe Private Wealth, also acting as an IAR. His compensation is based on fees and salary.