JY
JY

Joshua Yoder

3 Years of Experience
Williamsport, PA

Joshua Yoder is a registered investment advisor at Hudock Capital Group, based in Williamsport, PA, with 3 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 921 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
921 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)

Hudock Capital Group offers investment management services primarily through a wrap fee program. The fee covers asset management, transaction costs, and custodial/administrative costs. The overall cost may be higher or lower than paying transaction costs separately. A separate Wrap Fee Program brochure explains the program and costs.

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Location

400 Market Street, Suite 200, Williamsport, PA, 17701

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hudock Capital Group
October 2022 - Present · 3 yrs 6 mos
State Registrations2 states
PATX
Advisor

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.

Exams
No exam information available for this advisor.
Joshua Yoder - Financial Advisor | TrueAdvisor