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Joseph Eskridge Jr.

Advisor at HSC Wealth Advisors

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Firm

HSC Wealth Advisors

Location

Forest, VA 24551-4744

Credentials

CFP®, CFA®

Industry experience

14 years

About

Joseph Eskridge Jr. is a CFP® and CFA® with 14 years of industry experience, currently serving at HSC Wealth Advisors since 2012. He also holds a position at Liberty University since 2022. Outside of his advisory work, he is a partner in Moneywise Partners, LLC, which owns an office building leased to Moneywise, Inc. HSC Wealth Advisors is a fee-only firm that provides personalized financial planning and discretionary investment management to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm emphasizes diversified portfolios with regular rebalancing and uses a combination of fundamental, technical, and cyclical analysis supported by third-party research tools.

Client services

Based on HSC Wealth Advisors

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on HSC Wealth Advisors

General retirement planning Cash flow / budgeting General tax planning General estate planning guidance College savings (529s, UTMA, etc.)

Fee options

Fixed

Some annual fixed fee agreements based on complexity of work, especially when asset management is not the primary service

Percentage

$0 - $2,000,000: 1.00% annually $2,000,000 - $4,000,000: 0.8% annually $4,000,000 - $6,000,000: 0.7% annually $6,000,000 - $10,000,000: 0.6% annually $10,000,000 - $25,000,000: 0.5% annually $25,000,000+: 0.4% annually

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000, exceptions may apply Fee-only: Fee-only financial planning and investment management; no commissions or sales of financial products

Location

1563 Crossings Centre Drive, Suite 100

Forest, VA 24551-4744

Most active in

Virginia

Work history

Liberty University

2022 - Present (4 years)

HSC Wealth Advisors

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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