Joseph Wildasin
Joseph Wildasin is a registered investment advisor at Element Risk Wealth Advisors, based in Hanover, PA, with 7 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee is negotiable.
Fee Estimator
Location
570 Carlisle St, Hanover, PA, 17331
Get directionsHistory
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 ActivitiesSells Insurance
Joseph owns Joe's Golf Shop, where he gives golf lessons and repairs golf clubs, and is a golf coach for Southwestern School District. He is also a licensed insurance agent with Element Risk Management LLC, selling insurance products, and a managing member of Wildco LLC, which owns rental real estate. The insurance sales take about half of Joseph's time, while the golf coaching and property management each take about 10-20% of his time.
Employment History
Current Registrations
Element Risk Wealth Advisors
Element Wealth Advisors
Previous Registrations
Barrick Financial INC.
State Registrations4 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.