Joshua Self
Joshua Self is a CFP, ChFC-designated registered investment advisor at Ridgeline Wealth Advisors, LLC., based in Raleigh, NC, with 24 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 176 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees are negotiable based on client type, complexity, account composition, potential for additional deposits, relationship with the advisor, and total assets under management. The Ridgeline Wealth Advisors advisory fee is currently equal to and will not exceed 10 basis points (.10%) of the assets in the Flourish Cash Account.
Fee Estimator
Location
7500 Six Forks Rd, Suite 100, Raleigh, NC, 27615
Get directionsHistory
Regulatory 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 sells insurance for multiple carriers, including Penn Mutual Life Insurance Company, and fixed insurance products through Financial Independence Group, dedicating a few hours per week to these activities. He also works as a relationship manager for iTransact, a credit card processing company, and owns rental properties, spending minimal time on each.
Employment History
Current Registrations
Ridgeline Wealth Advisors, LLC.
Previous Registrations
Envision Wealth Planning
Hornor, Townsend & Kent, INC.
1717 Capital Management Company
Mony Securities Corporation
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.