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Joshua Cahill

6 Years of Experience
Manchester, MA

Joshua Cahill is a registered investment advisor at Family Partners Capital, LLC, based in Manchester, MA, with 6 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 157 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
157 clients
Average Client Portfolio
$650K average
Assets Under Management
$102.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

118 Pine Street, Manchester, MA, 01944

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Family Partners Capital, LLC
November 2019 - Present · 6 yrs 6 mos
State Registrations3 states
FLMANH
Advisor

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Exams
No exam information available for this advisor.