Joseph Voska is a registered investment advisor at Voska Wealth, based in Rancho Cordova, CA. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable based on complexity, anticipated time requirements, total assets managed, portfolio nature, or relationship scope. Alternative fixed-fee arrangement available for investable assets below $200,000 starting at $5,000 in Year 1 and $2,400 annually thereafter.
Fee Estimator
Location
2934 Gold Pan Ct, Suite 14, Rancho Cordova, CA, 95670
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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
Voska Wealth
State Registrations1 state
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
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