Joshua Greenberg
Joshua Greenberg is a registered investment advisor at Coppell Advisory Solutions LLC, based in Fort Lauderdale, FL, with 15 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,850 clients with $1.1B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are calculated monthly in arrears based on average daily balance. Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Location
Fort Lauderdale, FL
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2009Criminal
July 2000Other Business Activities
Joshua is an Investment Adviser Representative at Fusion Investment Advisors, LLC.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Motiv8 Investments LLC
American Investment Services
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.
Exams
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