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 Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B 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% |
The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.
Fee Estimator
Location
518 E Whitehouse Canyon Rd, Ste 110, Green Valley, AZ, 85614
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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.