Joshua Moklestad is a CFP-designated registered investment advisor at Gen Financial Management INC., based in Plymouth, MN, with 3 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 246 clients with $330M 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 | 1.30% |
| $500K - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.70% |
| $2.5M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.50% |
| $5.0M - $7.5M | 0.40% |
| $7.5M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
10810 Old County Road 15, Suite 200, Plymouth, MN, 55441
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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 →Employment History
Current Registrations
Gen Financial Management INC.
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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