Joshi Koneru
Joshi Koneru is a CFP-designated registered investment advisor at Watershed Private Wealth, based in Oak Brook, IL, with 19 years of industry experience. Joshi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 144 clients with $410M 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 | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable. Financial planning fees are waived for portfolio management clients.
Fee Estimator
Location
1415 West. 22nd Street, Suite 550, Oak Brook, IL, 60523
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Employment History
Current Registrations
Watershed Private Wealth
Previous Registrations
Watershed Private Wealth LLC
Creative Planning
Edelman Financial Services, LLC
Ef Legacy Securities, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services 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.
Exams
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