Joss Brown Wealth Advisors

Wealth Management Firm in Newport News, VA

Firm Info
Address: 751 Thimble Shoals Blvd Suite C, Newport News, VA 23606, USA
Phone: (757) 847-3040

Firm Size
Assets Under Management: $104.6 million
# of Advisors: 4
# of Clients: 445
Client to Advisor Ratio: 111:1
Average Account Size: $235,115
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Joss Brown Wealth Advisors, LLC Overview

JOSS BROWN WEALTH ADVISORS, LLC is a fee-only registered investment advisory firm that provides investment advice only to individuals and small businesses. The firm is headquartered in Williamsburg, VA, and has been in business since 2022, making it relatively new in the financial services industry. The firm specializes in financial planning and portfolio management services, which are customized to meet the unique needs and goals of each client. Their team of experienced professionals is committed to providing clients with expert advice and guidance, aimed at helping them make informed financial decisions that will secure their financial future. In addition to financial planning and portfolio management, JOSS BROWN WEALTH ADVISORS, LLC also offers clients access to a range of other advisors. This includes the selection of other advisors who can provide services such as estate planning, tax planning, and insurance planning, to name a few. The firm's holistic approach to financial planning ensures that clients receive comprehensive advice that considers all aspects of their financial lives.

JOSS BROWN WEALTH ADVISORS, LLC caters to a wide range of clients from individuals to high net worth individuals, and pension or profit sharing plans. The firm strongly believes that everyone deserves financial guidance and support. JOSS BROWN WEALTH ADVISORS, LLC realizes that each of these clients comes with unique goals and objectives, and therefore offers personalized solutions to cater to their diverse needs. Its team of seasoned advisors utilizes the latest technology, resources, and industry best practices to tailor the best possible strategies for each of its clients. As far as fee structures are concerned, JOSS BROWN WEALTH ADVISORS, LLC offers a variety of options for its clients to choose from. The fees charged depend on the services provided. The firm may charge clients a percentage of assets under management (AUM) as a fee, which is a standard industry practice. Alternatively, clients may opt for hourly rates charged, which are based on the amount of time spent on specific tasks. The firm may also offer fixed fees, which are based on the scope and complexity of services provided. JOSS BROWN WEALTH ADVISORS, LLC believes in transparency and ensures that its clients are made aware of all associated costs right from the beginning. The firm prides itself on offering cost-effective services that are tailored to each client's unique needs.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for JOSS BROWN WEALTH ADVISORS, LLC does not mention anything regarding their investment minimums. Therefore, it is unclear what their minimum investment requirement is for potential clients. It is recommended to contact the firm directly for more information about their investment minimums.

How This Office Can Help Newport News, VA Residents

Joss Brown Wealth Advisors is a renowned wealth management firm that provides comprehensive financial planning and investment management services to clients in Newport News, VA, and beyond. The firm's team of experienced financial advisors offers customized solutions designed to meet the specific financial goals and needs of their clients. One of the most common financial situations that clients in Newport News, VA might be facing is planning for retirement. With a growing population of retirees in the area, Joss Brown Wealth Advisors helps its clients prepare for a comfortable retirement by identifying their retirement goals, assessing their existing retirement savings, and developing a tailored retirement income plan. Additionally, the firm assists clients with planning for other financial milestones, such as purchasing a home, saving for college, and managing debt. The team at Joss Brown Wealth Advisors is committed to helping clients achieve financial security and peace of mind through sound financial planning and investment management strategies.


Services Offered by Joss Brown Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Joss Brown Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 751 Thimble Shoals Blvd Suite C, Newport News, VA 23606, USA
Phone (757) 847-3040
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 1321 JAMESTOWN ROAD, SUITE 201, WILLIAMSBURG, VA 23185, United States

This firm has no other locations.


Disciplinary History

Joss Brown Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.