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. 




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.

What Drives the Price of Gold? – Mark Hendrix

In this article I’ll be addressing two important questions about gold; the sources of demand for gold and why gold should have a place in your portfolio. For decades Warren Buffett, has been an outspoken opponent of owning gold. Gold said Buffett, “gets dug out of the...

S&P 500 Making New Highs

S&P 500 Making New Highs

Quint sits down with the folks from CNBC on Tuesday to discuss the broadening rally in the S&P 500. Much to the surprise of most, stocks continue to push on towards highs with the S&P following the NASDAQ. Long MS

Is the Rally in Gold for Real? – Mark Hendrix

Gold is trading at $2,043 as of this writing and has closed higher 15 out of the last 16 trading sessions. Prior to last Friday’s sell off, gold set a new all-time high the previous nine consecutive trading sessions. That’s what you call HOT! What is behind the...