Joshua Black
Joshua Black is a registered investment advisor at Kestra Advisory Services, LLC, based in Lehi, UT, 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 Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
Lehi, UT
Get directionsHistory
Regulatory History (1)
Regulatory
June 2010Other Business ActivitiesSells Insurance
Joshua is an owner of Innovative Tax and Financial Solutions LLC, where he helps evaluate real estate properties. He also runs the day-to-day activities of Black Crest Investments as a Registered Rep, and is an Investment Advisor Rep with Kestra Advisory Services, LLC, managing client accounts; additionally, he sells life insurance to clients through Black Crest Investments.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations10 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.