Joseph Wells
Joseph Wells is a CFA, CFP-designated registered investment advisor at Selby Wealth Management, based in Emeryville, CA, with 20 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 187 clients with $540M 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 $2.0M | 0.75% |
| $2.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Legacy Clients may be subject to different fees, and fees are subject to negotiation.
Fee Estimator
Location
2200 Powell Street, Suite 350, Emeryville, CA, 94608
Get directionsHistory
Regulatory History (1)
Criminal
June 2002Other Business Activities
Joseph is a sole proprietor engaged in music writing and licensing since 2000. He dedicates minimal time to this non-investment related activity, working as a writer, publisher, and licensor of music for TV and film and receiving residuals.
Employment History
Current Registrations
Selby Wealth Management
Previous Registrations
Brooker Wealth Management
LPL Financial 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.