Joseph Waitkevich is a registered investment advisor at Concord Wealth Partners, based in Worcester, MA, with 4 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,284 clients with $950M 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 $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M+ | 0.80% |
Fees are negotiable and can vary based on several factors. Concord Asset Management, an affiliated sub-advisor, charges an additional 0.25% of assets under management.
Fee Estimator
Location
1 Kelley Square, Suite 302, Worcester, MA, 01610
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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 Activities
Joseph is the treasurer for Nova Group, Waitkevich Bro. Capital, a real estate investing company, since 2021. This takes about 10-20% of his time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Concord Wealth Partners
Previous Registrations
Coppertree®, LLC
State Registrations1 state
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