Jay Plourde is a registered investment advisor at Joseph Wealth Management, LLC, based in New York, NY, with 2 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 116 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
New York, NY
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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.
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Jay is a board member for Joseph Business School and Kenneth Copeland Ministries. He also works as an advisor/consultant for StoryFile, Inc. and as an Administrative Manager of Risk and Compliance for Riposte Capital, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Joseph Wealth Management, LLC
Previous Registrations
Joseph Wealth Management, LLC
State Registrations4 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.