Areas of Practice
Compensation
Firm Size
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Fee Structure
Wellment Financial offers investment management services through a wrap fee program. The total investment advisory fee will not exceed 2.0% annually, which includes Wellment's advisory fee, the sub-advisor's fee, the model manager fee (if applicable), and transaction costs. Fees are negotiable based on factors like the client's situation and potential for additional deposits. Fees are charged monthly, based on the average daily balance of your account.
Location
444 N. York Street, Elmhurst, IL, 60126
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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
Joshua works as a Client Services Representative for FSR Certified Public Accountants and is a Licensed Insurance Agent for FSR Insurance Planning, spending a few hours per week on each. He also serves on the Board of Directors for Community Bank of Elmhurst and owns Ter Jer Condo, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Fsr Wealth Strategies
Previous Registrations
Gwn Securities INC.
Multi-Financial Securities Corporation
Legacy Advisory Services, INC.
Mtl Equity Products, INC.
Results One 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.