Joshua Powell
Joshua Powell is a registered investment advisor at Novak & Powell Financial Services, INC., based in St. Petersburg, FL, with 19 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 442 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Novak & Powell Financial Services' investment management fee is a percentage of the value of your portfolio. The minimum portfolio value is generally $500,000, but exceptions may be made. The fees are:
- $500,000 - $750,000 — 2.25% per year
- $750,001 - $1,000,000 — 1.50% per year
- $1,000,001 - $5,000,000 — 1.25% per year
- Over $5,000,000 — negotiable
Location
146 Second St N, Suite 310, St. Petersburg, FL, 33701
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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 →Employment History
Current Registrations
Novak & Powell Financial Services, INC.
Previous Registrations
Alpine Asset Management, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations3 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.