Joshua Bretl is a registered investment advisor at Wellment Financial, based in Elmhurst, IL, with 20 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 405 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellment Financial offers investment management services where fees are based on a percentage of the value of your portfolio. The total fee will not exceed 2.0% annually and includes Wellment's advisory fee, the sub-advisor's fee, the model manager fee (if applicable), and transaction costs. Fees are deducted monthly based on the average daily balance of your account.
Location
444 N. York Street, Elmhurst, IL, 60126
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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 works as a Client Services Representative for FSR Certified Public Accountants and is a Licensed Insurance Agent for FSR Insurance Planning, spending a few hours per week on each. He also serves on the Board of Directors for Community Bank of Elmhurst and owns Ter Jer Condo, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Wellment Financial
Previous Registrations
Gwn Securities INC.
Multi-Financial Securities Corporation
Legacy Advisory Services, INC.
Mtl Equity Products, INC.
Results One Financial, LLC.
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.