Joseph Hosler is a CFA-designated registered investment advisor at Integrity Financial Advisors, LLC, based in Woburn, MA, with 13 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 240 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All advisory fees are subject to negotiation. Sub-advisory and co-advisory clients pay higher total fees because fees charged by outside registered investment advisors are in addition to Auour's fees.
Fee Estimator
Location
400 Tradecenter, Suite 3990, Woburn, MA, 01801
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Regulatory 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 is the owner of Auour Advisory LLC, providing strategic consulting services to private and public corporations. This takes about a quarter of his time, and less time during trading hours.
Employment History
Current Registrations
Integrity Financial Advisors, LLC
Auour Investments LLC
Previous Registrations
Keystone Capital Corporation
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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