Joshua Jones is a CFP-designated registered investment advisor at Mhl Tamp, based in Midvale, UT, with 19 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
MHL TAMP charges a percentage of the assets it manages for you, called a "strategy fee." This fee covers designing investment models, due diligence, trading, and reporting. The amount you pay depends on the investment strategy you choose and the amount you invest. There is also a $15/month administrative fee.
Here are some examples of the annual strategy fees:
- ACCESS and Custom Investments: 0.68% (minimum $25,000)
- Fundamental (Diversified Alternative Investment Portfolios): 0.58% (minimum $50,000)
- Nexus (Diversified Alternative Investment Portfolios): 0.48% (minimum $100,000)
- Asymmetric (Diversified Alternative Investment Portfolios): 0.38% (minimum $250,000)
- Legacy (Diversified Alternative Investment Portfolios): 0.28% (minimum $1,000,000)
- Endowment (Diversified Alternative Investment Portfolios): 0.18% (minimum $5,000,000)
Location
Everspire Plaza, 6900 S. 900 E., Suite 200, Midvale, UT, 84047
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 Activities
Joshua is the Operating President & Co-Owner/Principal of TomiPlan, referring business and building operational processes, dedicating about half of his time. He also owns Reve LLC, which currently holds income and will be providing speaking services for Utah Valley University.
Employment History
Current Registrations
Mhl Tamp
E6 Portfolios
Mhl InvestmentsBroker
Everspire
Previous Registrations
Dfpg Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations27 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.