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.

Has Technology Topped? – CNBC

Has Technology Topped? – CNBC

Quint Tatro identifies the reasons why the technology segment is hard to avoid, and why he likes Twitter, which he and his firm owns. Tech sector may be hitting a peak, technician says from CNBC.

The General Electric Turnaround – CNBC

The General Electric Turnaround – CNBC

Quint examined General Electric with CNBC's Trading Nation, and we discuss what GE must do to have a successful turnaround. GE could rally another 80% from here, says pro from CNBC.

Dr. Copper is Key – Bloomberg

Dr. Copper is Key – Bloomberg

Quint sits down with Bloomberg to discuss the current environment regarding bank earnings and international trade discussions.