Joshua Pick is a registered investment advisor at Simplicity Wealth, based in Lewis Center, OH, with 23 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
639 Carle Avenue, Lewis Center, OH, 43035
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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 ActivitiesSells Insurance
Joshua is involved with Annuity Marketing Group and Aptus Marketing, both investment-related and involving insurance sales. He also serves on the advisory board for AthleteAgent, which is not investment-related; Joshua spends about a quarter of his time on Annuity Marketing Group and about 10-20% of his time on Aptus Marketing.
Employment History
Current Registrations
Simplicity Wealth
Aptus Wealth Management, LLC
Previous Registrations
Moloney Securities CO., INC.Broker
Wasserman & Associates, INC.Broker
Nationwide Investment Services CorporationBroker
National Planning CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.