Joseph Vesey
Joseph Vesey is a registered investment advisor at Clark Wealth Strategies, INC, based in Apple Valley, MN, with 4 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 70 clients with $43M 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 | 2.00% |
| $250K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Related family members of Clark Wealth Strategies may receive a reduced fee, and Clark Wealth Strategies reserves the right to waive fees at its discretion. An annual flat fee (billed quarterly) may also be negotiated and approved by Clark Wealth Strategies.
Fee Estimator
Location
Apple Valley, MN
Get directionsHistory
Regulatory History (1)
Criminal
November 1993Employment History
Current Registrations
Clark Wealth Strategies, INC
State Registrations2 states
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