Joseph Wiegand is a registered investment advisor at Apple Tree Asset Management, LLC, based in Fort Wayne, IN, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,095 clients with $130M 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 - $1.0M | 1.00% |
| $1M+ | 0.75% |
An administrative fee of 0.25% is charged in addition to the management fee. Management fee is negotiable based on the size of the account. The client may aggregate accounts to achieve a lower management fee.
Fee Estimator
Location
4321 Flagstaff Cove, Fort Wayne, IN, 46815
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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 involved with Lifetime Financial Solutions, LLC, a securities business, dedicating about half to nearly full-time hours per month. He also assists in tax preparation through Apple Tree Financial Services, Inc., dedicating nearly full-time hours during tax season, but minimal time after April 15th.
Employment History
Current Registrations
Apple Tree Asset Management, LLC
Previous Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
David R. Kern Asset Management
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Shelton Financial Group, INC.
Blue Vase Securities, LLC
Blue Vase Securities, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.