Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WorthPointe offers advisory fees based on assets under management (AUM) or household net worth. The maximum annual fee is 1.00% of AUM or 0.40% of household net worth. Clients may incur additional fees from third-party advisors. Financial consulting services are offered at negotiable hourly rates ($100-$400) or fixed fees (up to $5,000 or more).
Areas of Practice
Advisor Information
Office location
Ramona, CA
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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Joshua is a director at Southwest Public Policy Institute, a nonprofit charity focused on public policy in the American Southwest, since 2022. He spends minimal time on this during trading hours and about 10-20% of his time outside trading hours.