Joshua Stubbolo
Joshua Stubbolo is a CFP-designated registered investment advisor at Family Legacy Financial Solutions, LLC, based in Cary, NC, with 10 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 345 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
6501 Weston Pkwy, Suite #300, Cary, NC, 27513
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 a managing member and independent insurance agent for various independent insurance companies through Family Legacy Financial Solutions, dedicating a few hours per week to this. He is also a managing member of Family Legacy Financial Solutions, a CEO and managing partner at Family Legacy Tax Solutions, LLC, and an organizer of a networking group, Triangle Tech Net LLC.
Employment History
Current Registrations
Family Legacy Financial Solutions, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cetera Advisors LLCBroker
State Registrations2 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.