Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
780 clients
Average Client Portfolio
$264K average
Assets Under Management
$205.6M

Fee Structure

Minimum Investment:None

Wealth Teams Alliance charges an annual wrap fee ranging from 0.60% to 1.10%, which includes securities transaction fees. The fee is based on factors like the representative assigned, assets invested, complexity, and servicing needs. Clients may be responsible for fees for trades executed away from the custodian, trustee fees, and mutual fund/ETF internal expenses. Fees are charged quarterly in advance, based on the prior quarter's value. Similar clients could pay different fees.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

15520 Rockfield Blvd, Suite G, Irvine, CA, 92618

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Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Joshua is involved in outside insurance sales since 2019, dedicating a few hours per week to this activity. He receives more than 10% annual compensation from this.

Employment History
Current Registrations
Wealth Teams Alliance
July 2021 - Present · 4 yrs 6 mos
Previous Registrations
Park Avenue Securities LLC
April 2019 - June 2020 · 1 yr 2 mos
Park Avenue Securities LLC Broker
April 2019 - June 2020 · 1 yr 2 mos
Transamerica Financial Advisors, INC Broker
September 2016 - November 2017 · 1 yr 2 mos
Transamerica Financial Advisors, INC.
August 2016 - November 2017 · 1 yr 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Joshua Oronce - Financial Advisor | AdvisorDiscover