JE

Joshua Michael Englund

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
860 clients
Average Client Portfolio
$579K average
Assets Under Management
$497.8M

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:From $5,000
Hourly Rate:Up to $250/hr

Nepsis charges a maximum annual advisory fee of 2.50% of assets under management, billed quarterly in advance. This fee is negotiable. An additional asset-based pricing (ABP) fee is charged in lieu of standard ticket charges: 0.20% on the first $75,000, 0.12% from $75,001 to $2,000,000, and 0.08% above $2,000,001. There is also a quarterly performance reporting/account maintenance fee of $21.25 per account. Financial planning and consulting are offered at an hourly rate of $250 or a fixed fee ranging from $5,000 and up, depending on complexity. A minimum of $500,000 is required to open and maintain an advisory account.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
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Advisor Information

Office location

Two Meridian Crossings, Suite 400, Minneapolis, MN, 55423

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Joshua is involved with Englund Enterprises, Inc. providing financial services and insurance services since 2019, spending minimal time on insurance sales. He is also a co-founder of Oak Shore Oasis LLC, a rental property business, since 2022, dedicating minimal time to this venture.

Employment History
Current Registrations
Nepsis, INC.
December 2015 - Present · 10 yrs 1 mo
Previous Registrations
Nepsis Advisor Services, INC.
December 2014 - December 2015 · 1 yr
Securities America Advisors, INC.
March 2013 - October 2014 · 1 yr 7 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.