Joshua Vandergraaff is a registered investment advisor at Vertrix Wealth Management, LLC, based in Troy, MI, with 11 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15M+ | 0.75% |
Advisory fees may be negotiable at the firm's discretion based on factors such as account size and overall client relationship.
Fee Estimator
Location
1909 East Big Beaver, Troy, MI, 48083
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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
Vertrix Wealth Management, LLC
Previous Registrations
Greystone Financial Group, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 states
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