Joseph Sheffieck
Joseph Sheffieck is a registered investment advisor at W&s Brokerage Services, INC., based in Troy, MI, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 655 clients with $180M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
Minimum quarterly fee applies: $500 for Total Return, Income Oriented, Socially Conscious and Tax Aware accounts; $250 for EnFocus™ accounts; $75 for Companion EnFocus™ accounts.
Fee Estimator
Location
Northfield Plaza, 5700 Crooks Road, Suite 350, Troy, MI, 48098
Get directionsHistory
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
Joseph is a full-time sales manager at Western Southern Life. He also works as a lacrosse official, dedicating a few hours per week to this role.
Employment History
Current Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Invescor Wholesale Bd, INC.Broker
Nationwide Securities, INC.Broker
State Registrations5 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.