Joshua Kocher is a registered investment advisor at Moveup Financial LLC, based in Austin, TX, with 5 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. Their firm serves 1 clients with $3.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MoveUp Financial charges an annual fee of up to 1.25% of your portfolio. The fee is based on the value of your investments and is deducted monthly. The specific fee is negotiated with each client based on factors like the amount invested and the services provided.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is a lecturer in the finance department at the University of Texas, spending about 10-20% of his time there. He also serves as the Chief Executive Officer for Texas McCombs Investment Advisers, dedicating about 10-20% of his time to guiding and supervising student participants.
Employment History
Current Registrations
Moveup Financial LLC
State Registrations1 state
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