| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3M+ | 1.25% |
Fees are negotiable.
1075 West Market St., Akron, OH, 44313
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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 →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.