Joshua Wells
Joshua Wells is a registered investment advisor at Bountiful Investment Management LLC, based in Rumford, RI, with 12 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 560 clients with $160M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable based on the type of client, complexity, account composition, and total portfolio value.
Fee Estimator
Location
225 Newman Ave, Suite 300, Rumford, RI, 02916
Get directionsHistory
Regulatory History (2)
Regulatory
September 2022Regulatory
February 2022Other Business ActivitiesSells Insurance
Joshua is appointed with various insurance carriers to broker insurance products for his clients. He also operates as the proprietor of Euclid Financial Services LLC, incorporated in Rhode Island.
Employment History
Current Registrations
Bountiful Investment Management LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Nylife Securities LLCBroker
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.