Joshua Vinson is a registered investment advisor at 11 Financial, based in Lufkin, TX, 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 Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 110 clients with $24M 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 $1000K | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
504 S First St., Lufkin, TX, 75901
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 Activities
Joshua works as an investment adviser representative for 11 Financial, dedicating a few hours per week. He also works full-time as the Sr Director of Clinical Pharmacy and Quality and acting Director of Pharmacy for One Infusion Pharmacy LLC.
Employment History
Current Registrations
11 Financial
Previous Registrations
Envoy Advisory INC.
11 Financial
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.