Joshua Ord is a registered investment advisor at Resolute Capital, LLC, based in Greenville, SC, with 1 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,107 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
1,107 clients
Average Client Portfolio
$272K average
Assets Under Management
$300.8M

Fee Structure

Resolute Capital charges an annual fee based on a percentage of your portfolio's value. The exact percentage is agreed upon with each client, up to a maximum of 1.40%. Fees are paid monthly, based on the value of your account at the end of the month.

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Location

501 River Street, Suite 200, Greenville, SC, 29601

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Resolute Capital, LLC
November 2024 - Present · 1 yr 5 mos
State Registrations1 state
NC
Advisor

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.

Exams
No exam information available for this advisor.
Joshua Ord - Financial Advisor | TrueAdvisor