Joshua Hall is a ChFC-designated registered investment advisor at True Vine Investments, based in Williamsport, PA, with 4 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
True Vine Investments charges an annual fee based on the total value of your portfolio, including any defined contribution plan assets they advise on. The fee is deducted daily from client accounts at Interactive Brokers. The fee schedule is:
- $0 to $99,999.99: 1.25%
- $100,000 to $249,999.99: 1.00%
- $250,000 to $499,999.99: 0.90%
- $500,000 to $999,999.99: 0.80%
- $1,000,000 to $2,499,999.99: 0.70%
- $2,500,000 to $4,999,999.99: 0.60%
- $5,000,000 and above: 0.50%
For defined contribution plan allocation advice, the fee is applied quarterly, semi-annually, or annually. The fee schedule is:
- $0 to $19,999.99: 0.65%
- $20,000 to $49,999.99: 0.50%
- $50,000 to $99,999.99: 0.35%
- $100,000 to $249,999.99: 0.25%
- $250,000 to $499,999.99: 0.20%
- $500,000 to $999,999.99: 0.15%
- $1,000,000 and above: 0.10%
Location
Williamsport, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is the sole proprietor and owner of True Vine Publishing, a book publishing company, since 2010. He dedicates minimal time to book sales and accounting.
Employment History
Current Registrations
True Vine Investments
Previous Registrations
True Vine Investments
J.P. Morgan Asset Management
State Registrations1 state
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