Joshua Sonnhalter is a registered investment advisor at Warther Private Wealth, based in Akron, OH, with 3 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 249 clients with $370M 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 $250K | 2.25% |
| $250K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3M+ | 1.25% |
Fees are negotiable. Family household accounts may be combined to reach lower fee tiers.
Fee Estimator
Location
1075 West Market St., Akron, OH, 44313
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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
Joshua is a registered representative with Independence Capital Co. Inc. and the President of Warthe Private Wealth, also acting as an IAR. His compensation is based on fees and salary.
Employment History
Current Registrations
Warther Private Wealth
Independence Capital CO., INC.Broker
State Registrations5 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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