Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual advisory fee is 2% of assets under management, billed quarterly. Financial planning fees range from $500 to $15,000, incorporating an hourly fee element of $350 per hour for complex situations. Hourly charges for advisory services or financial planning are up to $350. Fees are negotiable and tailored to the specific services provided. The firm requires either periodic contributions of at least $500/month or an initial deposit of at least $25,000 to open an account.
Areas of Practice
Advisor Information
Office location
Jerome, MI
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 ActivitiesSells Insurance
Joshua is involved in several outside business activities. He co-owns J and E Development, LLC, is an owner of North Lakeside Partners, LLC, an insurance agent with GLP & Associates, a committee member of Lake Leann Property Owners Association, and an investment advisor representative with Asset Allocation Strategies, LLC. Joshua dedicates about a quarter of his time to life insurance and annuity sales.