Joseph Wilson is a registered investment advisor at Northwest Financial Advisors LLC, based in Herndon, VA, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,583 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWFA offers several investment management programs, including Strategic Wealth Management (SWM), Optimum Market Portfolios (OMP), Model Wealth Portfolios (MWP), Manager Access Select, and Guided Wealth Portfolios (GWP). The fees for SWM, MWP, OMP and Manager Access Select are negotiable, with a maximum annual advisory fee of 2.00%. GWP clients pay an LPL program fee of 0.35% and an NWFA advisory fee of up to 1.00%. GWP accounts under $10,000 also incur a $20 annual small account fee payable to LPL. Fees are charged quarterly in advance.
Location
200 Spring Street, Suite 120, Herndon, VA, 20170
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph operates Northwest Financial Advisors as a DBA for his LPL business. He also provides administrative support to Northwest Financial Advisors, an independent investment advisor firm, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Northwest Financial Advisors LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
TD Ameritrade, INC.Broker
State Registrations2 states
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