Joseph Wirbick is a CFP-designated registered investment advisor at Sequinox Wealth Management, LLC, based in Lancaster, PA, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 761 clients with $160M 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 | 1.45% |
Advisory fee is negotiable.
Fee Estimator
Location
941 Wheatland Ave., Suite 101, Lancaster, PA, 17603
Get directionsHistory
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 ActivitiesSells Insurance
Joseph is a life insurance agent for multiple insurance companies. He also owns a software company and commercial real estate.
Employment History
Current Registrations
Sequinox Wealth Management, LLC
Mulholland Wealth Advisors, LLC
Previous Registrations
Sequinox Wealth Advisors, LLC.
J. W. Cole Advisors, INC.
Pelion Investment Advisors, INC.
Workman Securities Corporation
Boyd Senior Planning, LTD.
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.