Joshua Huffard is a registered investment advisor at Douglass Winthrop Advisors LLC, based in New York, NY, 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 High Net Worth, Investment Management. Their firm serves 1,292 clients with $5.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. There is a minimum quarterly fee of $2,500 and a minimum relationship size of $3,000,000 in assets under management. Institutional accounts are charged 0.85% for the first $25 million and 0.70% on assets above that level.
Fee Estimator
Location
521 Fifth Avenue, 19th Floor, New York, NY, 10175
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 is a manager at Consor Capital LLC, a private equity venture capital firm in wind-down mode, spending minimal time on quarterly check-ins and annual reports. He also serves as Vice Chairman of the Board for a web design and hosting company, attending board meetings and providing counsel, also requiring minimal time.
Employment History
Current Registrations
Douglass Winthrop Advisors LLC
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.