Joshua Perkins
Joshua Perkins is a registered investment advisor at Dewitt and Dunn Financial Services, LLC, based in Addison, TX, with 11 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 94 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DeWitt & Dunn uses sub-advisors to manage client investments. Fees are negotiable and depend on which sub-advisor manages your account. The minimum account opening balance is $25,000, which may be negotiable.
- Brookstone Capital Management: Up to 1.5% annually for DeWitt & Dunn, plus up to 0.75% for Brookstone, totaling up to 2.25%. Fees are charged monthly.
- Impact Partnership Wealth: Up to 1.5% annually for DeWitt & Dunn, plus 0.5% for Impact Partnership Wealth, totaling up to 2.0%. Fees are charged monthly.
- Retirement Guys: Up to 1.5% annually for DeWitt & Dunn, plus 0.3% for Retirement Guys, totaling up to 1.8%. Fees are charged quarterly, in advance.
- Beacon Capital Management: Up to 1.5% annually for DeWitt & Dunn, plus a fee to Beacon. Beacon's fee is the greater of $400 or a percentage based on the following schedule: up to $499,999.99 is 0.55%, between $500,000 and $999,999.99 is 0.35%, and $1,000,000 or over is 0.15%. The total advisory fee to both DeWitt & Dunn and Beacon will not exceed 2.99%. Fees are charged monthly.
Location
15455 Dallas Parkway, Suite 240, Addison, TX, 75001
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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 an independent insurance agent selling life insurance, Medicare products, and annuities, dedicating about half his time to this. He also works as an instructor for American Retirement Institute, spending a few hours per week teaching financial education.
Employment History
Current Registrations
Dewitt and Dunn Financial Services, LLC
Previous Registrations
Blackridge Asset Management, LLC
Retirement Wealth Advisors, LLC
First Retirement Advisors, LLC
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.