Joshua Taff is a CFA-designated registered investment advisor at New Perspectives, INC., based in Ridgeland, MS, with 14 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 473 clients with $290M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. A minimum annual fee of $2,500 may be charged.
Fee Estimator
Location
303 Highland Park Cove, Suite B, Ridgeland, MS, 39157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Ryder is a part owner of New Perspectives, Inc., an investment advisory firm. He also writes a personal finance column for Parents and Kids Magazine and serves on the board of the CFA Society of Mississippi, the Mississippi School for Mathematics and Science Foundation, and the Rotary Club of Madison Ridgeland, dedicating minimal time to each.
Employment History
Current Registrations
New Perspectives, INC.
State Registrations5 states
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