Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For Comprehensive Portfolio Management, the maximum annual fee is 1.65%, billed monthly or quarterly in advance. Financial Planning & Consulting fees will not exceed 1.00% of assets under advisement. Retirement Plan Consulting fees will not exceed 1.25% of Plan assets under management. Fees are negotiable and deducted from client accounts. Clients will also incur transaction charges, unless they are wrap clients. Representatives are registered representatives of Private Client Services, LLC and may receive commissions.
Areas of Practice
Advisor Information
Office location
Kellogg,, ID
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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Joan owns rental real estate as a passive investment, dedicating minimal time. She also works as an investment advisory representative for Castle Rock Wealth Management LLC, working full-time.