Joseph Vedell is a registered investment advisor at Xwealth, based in Newport Beach, CA, with 3 years of industry experience. Joseph 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, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10M+ | 1.50% |
Fees are negotiable. Qualified clients also pay a performance fee of 20% of capital appreciation.
Fee Estimator
Location
1133 Camelback St. #7334, Newport Beach, CA, 92658
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 is a licensed independent life and health insurance agent, selling term life and group health insurance plans. He also owns VikingX Capital LLC, a strategic consulting and partnership company, but will not offer clients advice or products from this business.
Employment History
Current Registrations
Xwealth
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
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.