Joshua Englund is a registered investment advisor at Nepsis, INC., based in Minneapolis, MN, with 12 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 590 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nepsis, Inc. manages investments through a wrap fee program. The maximum annual fee is 2.50% of your portfolio's value, but this fee is negotiable. In addition to the management fee, there is an asset-based pricing fee that covers the cost of security purchases and sales:
- First $75,000 — 0.20% of your portfolio per year
- $75,001 to $2,000,000 — 0.12% of your portfolio per year
- Over $2,000,001 — 0.08% of your portfolio per year
There is also a quarterly performance reporting/account maintenance fee of $21.25 per account.
Location
Two Meridian Crossings, Suite 400, Minneapolis, MN, 55423
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 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.
Previous Registrations
Nepsis Advisor Services, INC.
Securities America Advisors, INC.
State Registrations1 state
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.