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Joshua Crossman

Dakota Wealth, LLC
25 Years of Experience
Palm Beach Gardens, FL
2 Disclosures
View SEC Summary
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Joshua Crossman is a registered investment advisor at Dakota Wealth, LLC, based in Palm Beach Gardens, FL, with 25 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 3,764 clients with $6.9B in assets under management.

Dakota Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,764 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$6.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range up to 2.00% annually based on complexity, asset levels, and overall relationship. Additional 0.50% applies to the Dynamic Growth strategy, 0.75% for held-away accounts on Pontera, and $135 annually for accommodation accounts on Envestnet Tamarac.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL, 33418-1752

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2018
Final
Employment Separation After Allegations
March 2017
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Dakota Wealth, LLC
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
The Sharp Financial Group
March 2022 - August 2022 · 5 mos
Boston Private Wealth
June 2017 - February 2022 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2015 - April 2017 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2015 - April 2017 · 1 yr 6 mos
Barclays Capital INC.
March 2015 - November 2015 · 8 mos
Barclays Capital INC.Broker
October 2014 - November 2015 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
June 2014 - October 2014 · 4 mos
J.P. Morgan Securities LLCBroker
August 2010 - May 2014 · 3 yrs 9 mos
National Financial Services LLCBroker
February 2001 - January 2006 · 4 yrs 11 mos
Fidelity Brokerage Services LLCBroker
January 2001 - January 2006 · 5 yrs
Bear, Stearns & CO. INC.Broker
April 1998 - January 2001 · 2 yrs 9 mos
Bear, Stearns & CO. INC.Broker
April 1996 - October 1997 · 1 yr 6 mos
State Registrations1 state
FL
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.
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Joshua Crossman - Financial Advisor | TrueAdvisor