Joshua Bradford Lantz
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 $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees may be adjusted based on client circumstances.
Fee Estimator
Financial planning fees are charged as a fixed fee (up to $25,000), hourly ($50-$650/hour), or monthly subscription ($190-$350/month). Investment advisory fees are based on a percentage of assets under management (AUM), as detailed in the table. Retirement plan service fees are fixed or asset-based (up to 1.50% annually) and are negotiable. Fees may be adjusted based on client circumstances. There is no minimum account size.
Areas of Practice
Advisor Information
Office location
7935 Stone Creek Drive, Suite 120, Chanhassen, MN, 55317
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joshua works as a consultant answering surveys for financial services, starting in January 2024. This activity requires minimal time and is investment-related.