Joshua Bannerman
Joshua Bannerman is a CFP-designated registered investment advisor at Bannerman Wealth, based in Lewisville, TX, with 26 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 161 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bannerman Wealth Management Group charges an annual fee based on the value of your portfolio, ranging from 0.30% to 1.00%. The specific rate is negotiated and depends on factors like account size and complexity. For retirement plans subject to federal retirement plan rules, the fee ranges up to 0.50% annually.
If your portfolio is less than $750,000, you'll pay a flat monthly fee of $400 plus the asset-based fee, subject to a minimum quarterly fee of $600. If your portfolio is $750,000 or more, you'll pay the greater of the asset-based fee or $2,500 per quarter.
Location
2560 King Arthur Blvd, Suite 124-46, Lewisville, TX, 75056
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 officiates football games, is CEO of a tax entity, and co-owns a podcast distribution company. He is also CEO and a licensed insurance agent at Bannerman Insurance Group, LLC, where he sells insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Bannerman Wealth
Previous Registrations
Bannerman Wealth
Verios Advisory Group, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Brewer Financial Services, LLCBroker
Brewer Investment Advisors LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.