Joseph Dewald
Joseph Dewald is a CFP-designated registered investment advisor at Wealth Advisors Group, based in Fort Wayne, IN, with 25 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 991 clients with $1.1B 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 | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.2M | 1.10% |
| $1.3M - $4.0M | 1.00% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees are negotiable for accounts over $15,000,000. The schedule above starts at $100,000, so the rate for $0-$99,999 is unknown.
Fee Estimator
Location
12726 Coldwater Rd, Fort Wayne, IN, 46845
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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 ActivitiesSells Insurance
Joseph is a landlord for a professional office building through NICH Properties, LLC since 2000. He also works as a general agent for an insurance business through ASH Brokerage, spending minimal time selling life, disability, long-term care, and fixed annuities. Joseph spends about half his time on Wealth Advisors Group and Security Financial Services, Inc.
Employment History
Current Registrations
Wealth Advisors Group
Previous Registrations
LPL Financial Corporation
LPL Financial LLCBroker
State Registrations2 states
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