Joshua Carl is a registered investment advisor at March Capital CORP., based in Chicago, IL, with 26 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are generally negotiable and memorialized in the client's advisory agreement.
Fee Estimator
Location
1030 W. Chicago Avenue, Suite 200, Chicago, IL, 60642
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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 the CEO/Owner of The Endeavor Companies, LLC (private equity) and Endeavor Investment Management, LLC. He is also the CEO of Carl Dimes, LLC (venture capital), dedicating about a quarter of his time to each, totaling in excess of full-time hours per week.
Employment History
Current Registrations
March Capital CORP.
March Capital CORP.Broker
Endeavor Investment Management, LLC
Previous Registrations
Endeavor Investment Management, LLC
March Capital CORP.Broker
Next Generation Equity Research LLCBroker
Endeavor Investment Management, LLC
Endeavor Investment Management, LLC
Endeavor Investment Management, LLC
Endeavor Investment Management, LLC
Endeavor Investment Management, LLC
Endeavor Investment Management, LLC
Endeavor Investment Management, LLC
Endeavor Investment Management, LLC
Nikoh Securities CorporationBroker
Endeavor Capital Management, LLC
Lasalle Financial Services, INC.
Lasalle Financial Services, INC.Broker
William Blair & Company L.L.C.Broker
March Capital CORP.Broker
Mesirow Financial, INC.Broker
State Registrations4 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.
Exams
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