Joshua Edwards
Joshua Edwards is a registered investment advisor at Hennion & Walsh Asset Management, INC., based in Parsippany, NJ, with 25 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,099 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Tax-advantaged income strategies have a separate tiered schedule starting at 0.90% down to 0.55%. Other programs include Personalized Unified Managed Account at 2.00% plus manager fees, and Asset Advisor at 2.00%.
Fee Estimator
Location
2001 Route 46, Waterview Plaza, Parsippany, NJ, 07054
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2016Customer Dispute
September 2008Other Business Activities
The provided text only contains the name of a company, Hennion & Walsh Wealth Advisors Inc., and does not provide any information about Joshua's other business activities. Therefore, no summary can be generated and it cannot be determined if Joshua sells insurance products.
Employment History
Current Registrations
Hennion & Walsh Asset Management, INC.
Hennion & Walsh, INC.Broker
Hennion & Walsh, INC.
State Registrations32 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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