Joshua Putnam is a registered investment advisor at Legacy Capital Wealth Partners, LLC, based in Columbia, MO, with 25 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 680 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range between 0.50% and 1.50% annually depending on account size and complexity. Fees are negotiable.
Fee Estimator
Location
303 North Stadium Blvd, 2nd Floor, Columbia, MO, 65203
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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 →Other Business Activities
Joshua serves on the board of a youth ministry, overseeing staff and volunteers. He also chairs a subcommittee for financial supporters of the ministry.
Employment History
Current Registrations
Legacy Capital Wealth Partners, LLC
Previous Registrations
Sundvold Financial
Ing Financial Partners, INC
Legacy Financial Group, INC.
State Registrations2 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.
Exams
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