Joseph Schmidt is a CFP-designated registered investment advisor at Eversource Wealth Advisors, LLC, based in Green Valley, AZ, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 4,338 clients with $5.1B 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 $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees are subject to negotiation and vary among advisors. Rates for assets over $3,000,000 are separately negotiated.
Fee Estimator
Location
518 E Whitehouse Canyon Rd, Ste 110, Green Valley, AZ, 85614
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 Activities
Joseph works as a part-time paraplanner at HSC Wealth Advisors, a part-time financial planner at WF Stevens Financial Advisors, LLC, and an adjunct instructor at Liberty University. Joseph also founded Sunrise Personal Finance, a student loan consulting business, dedicating a few hours per week to it.
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
Sunrise Personal Finance
Partners in Financial Planning, LLC
State Registrations2 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
More Advisors
- Robert Brown, CFAIntegrated Wealth Concepts LLC
- Eric Pudlo, CFPEdward Jones
- John Soukup, CFP, ChFCLPL Financial LLC