Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable above $10 Million.
Fee Estimator
For Private Client and Family Office Services, fees range from $24,000 to $150,000 annually and are negotiable. For Investment Advisory Services, fees start at 1.00% on the first $2 million, 0.85% on the next $3 million, 0.70% on the next $5 million, and are negotiable above $10 million. The minimum annual fee is $10,000. Fees may start at 1.25% and scale down based on assets under management for relationships below the investment minimum. Standalone financial planning fees start at $5,000.
Areas of Practice
Advisor Information
Office location
661 University Blvd, Suite 100, Jupiter, FL, 33458
Get directionsRegulatory History (1)
Customer Dispute
August 2012Other Business ActivitiesSells Insurance
Joshua is the President of Emerald Planning Group, an insurance agency, dedicating a few hours per week. He also owns Emerald Benefits LLC as an Employee Benefits Solicitor, spending minimal time on this activity.