Joseph Davies is a CFA-designated registered investment advisor at Chapel Bridge Wealth Advisors, based in Delaware, OH, with 12 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 25 clients with $270M 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 | 1.00% |
Annual advisory fees range from 0.35% to 1.00% depending on assets managed, service complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
Delaware, OH
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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 an investor and on the advisory board for Tradovate Holdings, a futures trading platform and brokerage, since 2017. This requires a few hours per week of Joseph's time.
Employment History
Current Registrations
Chapel Bridge Wealth Advisors
Previous Registrations
Windsor Advisory Group, LLC
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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