Joshua Wine is a registered investment advisor at Commonwealth Financial Services, based in Vienna, WV, with 2 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 2,271 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Services offers investment management through its Asset Management Services Program and Participant Retirement Program.
The Asset Management Services Program fees are based on the investment model portfolio selected. The fees are negotiable.
The Participant Retirement Program has a maximum annual fee of 3% of the assets in your account. The exact fee is disclosed prior to services being provided. Fees are negotiable.
Location
373 Timberline Parkway, Vienna, WV, 26105
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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
Joshua works as a Tax Manager at Perry & Associates, CPA's, an accounting firm. This is not investment-related and requires over full-time hours per month.
Employment History
Current Registrations
Commonwealth Financial Services
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.