Joshua Johnson is a CFP-designated registered investment advisor at Mckinley Carter Wealth Services, INC., based in Wheeling, WV, with 19 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 1,861 clients with $2.5B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees negotiable above $25,000,000. Minimum annual fee of $3,000.
Fee Estimator
Location
2100 Market Street, Wheeling, WV, 26003
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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
Joshua is a partner in Double J Entertainment, a gospel entertainment/disc jockey business, since 2001. He spends about 10-20% of his time on this activity, primarily for functions like wedding receptions and skate parties.
Employment History
Current Registrations
Mckinley Carter Wealth Services, INC.
Previous Registrations
Lifeplan Financial Group, INC.
United Planners' Financial Services of America a Limited Partner
State Registrations2 states
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