Joshua Ouellette is a CFP-designated registered investment advisor at Principle Wealth, based in Madison, CT, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,210 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Principle Wealth Partners charges a fee based on the value of your portfolio for wealth management services, which includes both investment management and financial planning. The annual fee can be up to 1.25% of your portfolio's value. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Principle Wealth Partners. Fees are negotiable. There is a $5,000 minimum annual fee.
Location
48 Wall Street, Madison, CT, 06443
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Principle Wealth
Previous Registrations
Morgan Stanley & CO. LLCBroker
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
State Registrations1 state
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