Joshua Clifford is a CFP-designated registered investment advisor at Wealth Management Corporation, based in Tallahassee, FL. Joshua 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 1,325 clients with $210M 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 | 1.50% |
| $250K - $500K | 0.80% |
| $500K+ | 0.50% |
The firm also manages an income portfolio for a flat fee of 0.5% annually. Fees are negotiable under limited circumstances.
Fee Estimator
Location
2941 Kerry Forrest Parkway, Tallahassee, FL, 32309-6825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealth Management Corporation
State Registrations2 states
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