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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.30% |
Fees negotiable for amounts over $5,000,001.
Fee Estimator
WealthFD charges fees based on a tiered percentage of assets under management. For portfolio management, financial planning is offered on an hourly basis ($250-$1,000/hour) or a fixed fee basis (starting at $1,000). Comprehensive wealth management fees are also tiered based on net worth, with a minimum annual fee between $5,000 and $15,000 depending on complexity. Pension consulting fees are also tiered based on plan assets. Fees may be negotiable for certain services.
Areas of Practice
Advisor Information
Office location
555 E North Lane, Suite 6075, Conshohocken, PA, 19428
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Joseph Benjamin HoganRegulatory 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
Joseph works as a recruiter with New Planner Recruiting, LLC, dedicating nearly full-time hours to this role. He is also a partner at MortgageFD LLC and an accountant at TaxFD LLC, dedicating minimal time to each.