Joseph Weidenburner
Joseph Weidenburner is a registered investment advisor at Aeternitas Investment Management, LLC, based in Yardley, PA, 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The Investment Management Fee is negotiable generally and the final fee schedule for a particular client will be attached as an appendix to the Investment Management Agreement. Certain clients of Aeternitas may be charged fees that are less than what is set out above based on a preexisting relationship with Aeternitas.
Fee Estimator
Location
85 S. Main St, Suite 203, Yardley, PA, 19067
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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
Aeternitas Investment Management, LLC
Previous Registrations
Apex Financial Advisors, INC
Jrw Financial LLC
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.