Joel Bengds is a CFP-designated registered investment advisor at Hsc Wealth Advisors, based in Forest, VA, with 20 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 462 clients with $450M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
The minimum annual fee is $10,000, but exceptions can and do exist. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
1563 Crossings Centre Drive, Suite 100, Forest, VA, 24551-4744
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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
Joel is a partner in Moneywise Partners, LLC and owns the office building. Moneywise Partners, LLC receives rent from Moneywise, Inc.
Employment History
Current Registrations
Hsc Wealth Advisors
State Registrations1 state
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