Advisor at Wickford Wealth Management, LLC
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Firm
Wickford Wealth Management, LLC
Location
North Kingstown, RI 02852
Credentials
CFP®, Series 65
Industry experience
17 years
Joseph Kolb is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. He has been with Wickford Wealth Management, LLC since 2012, previously known as Kolb & Company, LLC, and also maintains a role at Strategicpoint Investment Advisors since 2008. Wickford Wealth Management is an independent, single-advisor firm providing discretionary investment management and financial planning services primarily to individual and high-net-worth clients on a fee-only basis. The firm utilizes a core-and-satellite portfolio construction approach with diversified allocations across seven asset classes, combining strategic and tactical management to address client needs.
Based on Wickford Wealth Management, LLC
Negotiable fixed fees for financial planning services based on expected hours and engagement duration.
$0 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.25% annually
Up to $300 per hour for financial planning services.
Account minimum: $250,000 Fee-only: Investment advisory fees based on assets under management; no commissions received; fee-only advisory firm.
16 West Main Street
North Kingstown, RI 02852
Massachusetts · Rhode Island
Wickford Wealth Management, Llc (Formerly Kolb & Company, Llc)
2012 - Present (14 years)
Strategicpoint Investment Advisors
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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