Joshua Wilson
Joshua Wilson is a registered investment advisor at Commonwealth Financial Network, based in North Reading, MA, with 11 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
348 Park Street, Suite 107, North Reading, MA, 01864
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Regulatory History (1)
Financial
October 2023Other Business ActivitiesSells Insurance
Joshua is involved in fixed insurance sales and co-owns PIN Insurance, Inc., both taking minimal time. He also co-owns PIN Wealth, LLC, which facilitates securities, advisory, and insurance business, taking nearly full-time.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Pin Wealth
Purshe Kaplan Sterling InvestmentsBroker
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations9 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.