Joseph Venegas
Joseph Venegas is a registered investment advisor at Jdv Wealth Advisors, LLC, based in Goodrich, MI, with 17 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 35 clients with $5.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable based on the size of the account and/or if the client has multiple accounts within his household with JDV Wealth Advisors.
Fee Estimator
Location
Goodrich, MI
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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
Joseph is an independent insurance agent, dedicating nearly full-time hours to this activity. He also provides tax preparation services during tax season, construction services, coaches high school football, and coaches a baseball team.
Employment History
Current Registrations
Jdv Wealth Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
LPL Financial LLC
Chase Investment Services CORP.
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.