Joseph Wilkinson
Joseph Wilkinson is a registered investment advisor at Westbourne Investment Advisors INC., based in Annapolis, MD, with 12 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, Retirement Planning. Their firm serves 203 clients with $450M 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% |
Investment advisory fees do not exceed 1.50% per annum and are negotiable.
Fee Estimator
Location
410 Severn Avenue, Ste 409, Annapolis, MD, 21403
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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 →Employment History
Current Registrations
Westbourne Investment Advisors INC.
Previous Registrations
Mullaney Trust
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.