Joseph Stoy is a registered investment advisor at Base Wealth Management, based in Lakewood Ranch, FL. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 754 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. Management fees may be reduced or waived for directors, officers, and employees of Base Wealth at the discretion of management. These fees may be negotiated by Base Wealth at its sole discretion.
Fee Estimator
Location
7301 Merchant Court, Suite A, Lakewood Ranch, FL, 34240
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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 →Employment History
Current Registrations
Base Wealth Management
Previous Registrations
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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