Joseph Hecht is a registered investment advisor at Jw Hecht Wealth Management LLC, based in Phoenix, AZ, with 11 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 19 clients with $6.1M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
1130 E. Missouri Ave. # 600, Phoenix, AZ, 85014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Joseph is the manager/member of Joseph W. Hecht, CPA, LLC, a seasonal income tax preparation business, since 2005. He spends nearly full-time preparing income tax returns from February through April 15th, and about 10-20% of his time managing the business the rest of the year.
Employment History
Current Registrations
Jw Hecht Wealth Management LLC
State Registrations1 state
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