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Joshua Greenberg
15 Years of Experience
Fort Lauderdale, FL
2 Disclosures
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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
86 advisors
Number of Clients
9,336 clients
Average Client Portfolio
$115K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
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 negotiable for portfolios over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Fort Lauderdale, FL
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
February 2009Criminal
July 2000Final Disposition
Other Business Activities
Joshua is an Investment Adviser Representative at Fusion Investment Advisors, LLC.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
March 2013 - Present · 13 yrs 6 mos
Previous Registrations
Motiv8 Investments LLC
July 2017 - September 2017 · 2 mos
American Investment Services
October 2009 - January 2012 · 2 yrs 3 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.