Joshua Wells
Joshua Wells is a registered investment advisor at Bountiful Investment Management LLC, based in Rumford, RI, with 11 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 730 clients with $130M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Investment advisory fees charged by Bountiful Investment Management include the fees charged by the Sub-Adviser. Bountiful Investment Management receives a portion of the fee charged by the sub-adviser.
Fee Estimator
Location
225 Newman Ave, Suite 303, Rumford, RI, 02916
Get directionsHistory
Regulatory History (2)
Regulatory
September 2022Regulatory
February 2022Other Business ActivitiesSells Insurance
Joshua is appointed with various insurance carriers to broker insurance products for his clients. He also operates as the proprietor of Euclid Financial Services LLC, incorporated in Rhode Island.
Employment History
Current Registrations
Bountiful Investment Management LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Nylife Securities LLCBroker
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.