Joss Brown Wealth Advisors
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Overview
Joss Brown Wealth Advisors is an advisory company headquartered in Williamsburg, Virginia. Joss Brown Wealth Advisors has a small team, including 4 financial advisors. Joss Brown Wealth Advisors is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as options, stocks and bonds.
The company's main office is at 1321 Jamestown Road, Suite 201, Williamsburg, Virginia 23185. It is legally allowed to serve investors across 3 states, including Florida, Texas and Virginia.
Number of Advisors
Disclosures
Office Location
Joss Brown Wealth Advisors by the Numbers
4
Products and Services
Joss Brown Wealth Advisors offers a variety of financial services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. However, the firm did not provide financial planning services to any of its customers in the previous fiscal year. It is not involved in selling products or offering services aside from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors vary depending on the type of financial services offered. However, fee types billed by Joss Brown Wealth Advisors may include the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Joss Brown Wealth Advisors.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Disclosures
Joss Brown Wealth Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Joss Brown Wealth Advisors
Williamsburg, VA
Newport News, VA
Newport News, VA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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