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.

October Dividend Raises

October Dividend Raises

Each month we take a look at some notable payout changes by some of the dividend stocks followed by the Joule Financial Dividend Growth Model. Below are the standouts from the month of October. Eaton Vance (EV) Raised By: 12.9% New Dividend: $0.35/qtr Eaton Vance is...

What’s Your Risk Temperament?

What’s Your Risk Temperament?

Risk Defined When talking about risk, investors commonly use the idea of risk and volatility interchangeably. However, this might not be the best idea. Traditionally, volatility is understood as the positive and negative moves in an investor's portfolio. In contrast,...

Client E-mail – 10.28.18

Client E-mail – 10.28.18

In the event your not on our e-mail list, below is our recent commentary sent out on 10.28.18. >>>>>>>>>>>>>   There isn’t much to be said that I haven’t already written about or talked about on television. The market...