Joshua Ross
Joshua Ross is a CFP-designated registered investment advisor at Van Clemens Wealth Management, LLC, based in Minneapolis, MN, with 3 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 616 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Van Clemens Wealth Management charges up to 2% of the value of your investments annually for managing your portfolio. The exact fee is negotiable. Fees are charged monthly based on the average daily balance. Some third-party managers may charge additional fees. Clients engaging with Orion and Vise may be subject to additional fees beyond Van Clemens' fee. Vise long-short model fee together with our advisory fee can surpass 2% but will not exceed 3%.
Location
900 2nd Avenue South, Suite 1500, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Van Clemens Wealth Management, LLC
Van Clemens & CO. IncorporatedBroker
Van Clemens & CO. Incorporated
State Registrations2 states
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