Joshua Brumbaugh is a registered investment advisor at Parkwoods Wealth Partners, LLC, based in Carmel, IN, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 307 clients with $410M 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 - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable. Individual accounts for members of the same family are charged fees based upon the total account balance of all family accounts. Accounts for business entities and accounts related thereto, including those of the business owner are charged fees based upon the total account balances of all such related accounts.
Fee Estimator
Location
11495 North Pennsylvania Street, Suite 130, Carmel, IN, 46032
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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 Activities
Joshua is the owner/CPA of JD Brumbaugh Business Services, LLC, dedicating about 10-20% of his time. He is also a co-owner/member of Brumbaugh and Brumbaugh Rental LLC, spending a few hours per week on maintenance, accounting, and tax preparation, and an accountant for Novusterra, Inc, spending about 10-20% of his time overseeing financial activity.
Employment History
Current Registrations
Parkwoods Wealth Partners, LLC
Previous Registrations
Shoreline Wealth Advisors
State Registrations1 state
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