Joshua Kushner is a registered investment advisor at Sterling Wealth Management, INC., based in Champaign, IL, with 7 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, Investment Management, Retirement Planning. Their firm serves 232 clients with $430M 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 - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable based on the dollar amount of assets and the complexity of financial planning services.
Fee Estimator
Location
301 N. Neil Street, Suite 203, Champaign, IL, 61820
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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 founder and manager of We Vent It, LLC dba Outright Vending, a company that services and sells ATMs and pinball machines. He spends a few hours per week on this activity.
Employment History
Current Registrations
Sterling Wealth Management, INC.
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
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.