FREQUENTLY ASKED
QUESTIONS

Q – How do you get paid? 

A – For those seeking comprehensive wealth management and meeting our minimum asset requirement, the fee for planning may be incorporated within future fee-only investment advisory services. Our fee for investment management is a flat 1% of the assets under our care. 

 

Q – What is your minimum investment? 

A- Our minimum investment for comprehensive wealth management services is currently $500,000.

 

Q – Why do you have a minimum? 

A – On average we have calculated that each client we service costs our firm approximately $2,500 – $5,000 per year in man-hours, infrastructure, technology, reporting and ancillary fees. As business owners, it is important for us to have, at minimum, a break-even relationship and if possible, profitability. 

 

Q – What if we don’t have the minimum? 

A – Wealth Development clients, or those not meeting our minimum asset requirement, may choose to pay our one-time planning fee of $1,495. 

 

Newsletter

 

One of the best ways to learn more about Joule Financial is to join our free e-mail list. Periodically we will send out an e-mail newsletter for you to learn more about what we’re thinking or doing for client portfolios. We will never sell your information nor solicit you through this e-mail. It is for informational purposes only.

CNBC – Halftime Report

CNBC – Halftime Report

Quint returns to CNBC to discuss some stocks that could come up out of a muck and talks about small caps and their performance in the market. These five stocks are well below their average price targets, but two could catch up from CNBC. Small cap stocks need to see...

CNBC – Halftime Report

CNBC – Halftime Report

Quint returns to Trading Nations to discuss if there is any opportunity with Macy's as its stock continues to plummet. The worst-performing S&P 500 stock is about to report earnings, and one trader sees opportunity from CNBC.

CNBC – Halftime Report

CNBC – Halftime Report

Quint comes back to Trading Nations of CNBC to first discuss chips stocks and then dive into the industrials space. Why this investing pro is long on Advanced Micro Devices from CNBC. These are the best industrial bets right now, traders say from CNBC.