Joshua Putnam is a registered investment advisor at Legacy Capital Wealth Partners, LLC, based in Columbia, MO, with 24 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 609 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Capital charges an annual advisory fee for managing your investments. This fee is negotiable and can range from 0.50% to 1.50% of the value of your investments. The exact fee depends on factors like the size of your portfolio, the complexity of your investments, and the amount of service you need. Legacy Capital generally requires a minimum balance of $500,000 to manage your investments, but this may be waived at Legacy Capital's discretion.
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.
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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.