Josiah Jazwa is a registered investment advisor at The Life Wealth Group, based in Winter Garden, FL, with 4 years of industry experience. Josiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 75 clients with $180M 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 $500K | 1.60% |
| $500K - $1.5M | 1.30% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees are negotiable for accounts over $10 million. Previous advisory relationships are subject to different fee schedules and negotiated fee arrangements in accordance with the fee schedule and Advisory Agreement in place at the time they onboarded.
Fee Estimator
Location
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787
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
Josiah is a minority owner of a commercial real estate company with no management role, and an APAR consultant assisting with accounting functions. He also works as an insurance agent selling annuities, insurance, and other products, and as a registered representative, each taking about a quarter of his time. Finally, Josiah is a registered investment advisor and provides wealth management services, dedicating nearly full-time hours to this.
Employment History
Current Registrations
The Life Wealth Group
Madison Avenue Securities, LLCBroker
Previous Registrations
Ae Wealth Management, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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.