Joshua Corwin
Joshua Corwin is a CFP-designated registered investment advisor at Corwin Company LLC, based in Indianapolis, IN, with 27 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 1 more. Their firm serves 95 clients with $100M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
These rates are maximums. The MWP account fee may be up to 2.50% under legacy fee structures. The annual management fee for SMS is 1.20%, which consists of an LPL program fee of 0.20%, and an advisor fee of up to 1.00%. GWP Managed Service clients are charged an account fee consisting of an LPL program fee of 0.35% and an advisor fee of up to 1.00%.
Fee Estimator
Location
9045 River Road, Suite 401, Indianapolis, IN, 46240
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 ActivitiesSells Insurance
Joshua receives recurring premiums from past non-variable life and long-term care insurance policies, dedicating minimal time. He also teaches CFP preparatory classes, spending about 10-20% of his time, and provides investment advisory services through Corwin Company LLC, taking about half of his time.
Employment History
Current Registrations
Corwin Company LLC
LPL Financial LLCBroker
Previous Registrations
Corwin Company LLC
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Long Grove Trading CO.Broker
State Registrations9 states
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.