James Joseph is a CFP-designated registered investment advisor at Fsa Wealth Partners, based in Rockville, MD, with 21 years of industry experience. James 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, Investment Management, and 2 more. Their firm serves 707 clients with $770M 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 $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be reduced on a client-to-client basis. FSA Next accounts are charged a 1.00% annual management fee.
Fee Estimator
Location
One Church Street, Suite 901, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fsa Wealth Partners
Previous Registrations
Charles Schwab & CO., INC.
State Registrations2 states
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