Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Terra Wealth charges an annual advisory fee based on assets under management, average daily balance, or a flat dollar fee, up to 2.00%. Fees are negotiable based on the relationship size, services rendered, and complexity. Financial planning services may be included in the annual advisory fee or offered separately at an hourly rate ($250-$500) or a flat fee. A minimum relationship size of $50,000 is generally required, but may be waived.
Areas of Practice
Advisor Information
Office location
400 West English Road, Ste 215, High Point, NC, 27262
Get directionsRegulatory History (1)
Employment Separation After Allegations
March 2022Other Business ActivitiesSells Insurance
Joshua is an investment advisor representative (IAR) with Terra Wealth Management, LLC and a registered representative with Cape Securities Inc. He also owns Mauk & Associates (formed to receive commissions for tax purposes on insurance products), sells fixed insurance, refers employers for Employee Retention Credits through ConnectMyBiz, and is president of TerraWealth Risk Management, selling life insurance and fixed annuity products.