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, Real Estate Investing, Retirement Planning. Their firm serves 87 clients with $53M 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 - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Related family members may receive a reduced fee, and Clark Wealth Strategies reserves the right to waive or negotiate fees at its discretion. An annual flat fee billed quarterly may also be negotiated.
Fee Estimator
Location
Apple Valley, MN
Get directionsHistory
Regulatory History (1)
Criminal
November 1993Employment History
Current Registrations
Clark Wealth Strategies, INC
State Registrations3 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.
Exams
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