Joshua Stroud
Joshua Stroud is a registered investment advisor at Reign Wealth Logic, based in Eugene, OR, with 21 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 99 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.15% |
Fees may be negotiable. Firm can offer a flat asset management fee of up to 2.5% if it is in the client's best interest. These fees are paid to the third-party manager, who then pays Reign Wealth Logic a portion of the fee.
Fee Estimator
Location
590 Pearl St Ste 222, Eugene, OR, 97401
Get directionsHistory
Regulatory History (3)
Regulatory
July 2024Regulatory
January 2016Employment Separation After Allegations
August 2015Other Business ActivitiesSells Insurance
Joshua sells life insurance, dedicating a few hours per week to this activity. He also owns Tax Reduction Strategies, LLC and is the President of Ujamaa Financial Literacy Collective, spending minimal time on each.
Employment History
Current Registrations
Reign Wealth Logic
Previous Registrations
Liberty Partners Financial Services, LLCBroker
Liberty Partners Capital Management, LLC
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
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.