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.

Healthcare: The Devil You Know – CNBC

Healthcare: The Devil You Know – CNBC

Quint sits down at Trading Nation of CNBC to discuss healthcare stocks and how fairly valued they are currently. Disclaimers: Long MRK, LLY, and PFE Health care gets left behind, but technician bets on a bounce from CNBC.

Waiting on China – CNBC

Waiting on China – CNBC

Quint comes back to Trading Nation of CNBC to explain how semiconductor's exposure to China will create headline risk. Disclaimers: Long ADI, TXN, MU Chips still in correction, but charts point to breakout from CNBC.