| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable under special circumstances.
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL, 33146
Get directionsJoshua has an agreement with MHN Government Services to give financial presentations to military members at free conferences, though he has not yet given a presentation. If he does present, Joshua will be paid for his time.