Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FDW charges fixed fees for financial planning, typically ranging from $2,500 to $5,000, but can vary based on complexity. The hourly rate for specific financial planning services is $200. For investment management, fees are negotiable, with a maximum annual advisory fee of 2.5% of managed accounts. Clients also pay transaction charges to the broker/dealer, not FDW. Minimum account size is $10,000, but may be waived.
Areas of Practice
Advisor Information
Office location
16600 Sprague Rd, Suite 450, Middleburg Heights, OH, 44130
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.
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Joseph is a cheerleading coach at Once Upon a Dream, a dance and cheer facility, since 2016. He dedicates minimal time to this activity.