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.
15520 Rockfield Blvd, Suite G, Irvine, CA, 92618
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Learn about disclosures →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.