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.

Flexibility is Key – CNBC

Flexibility is Key – CNBC

"It's ok to be wrong, it's not ok to stay wrong" Quint sits down at CNBC's 'Fast Money Halftime Report' to discuss the recent market action. Dow briefly turns positive for the week as stocks surge from CNBC.

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.