Judd Arnold is a registered investment advisor at Josh Arnold Investment Consultant, LLC, based in Edina, MN, with 9 years of industry experience. Judd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 256 clients with $140M 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 $150K | 2.50% |
| $150K - $1.0M | 2.00% |
| $1M+ | 1.50% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee. If margin is utilized, the fees will be billed based on the gross asset value of the account.
Fee Estimator
Location
6800 France Avenue South,, #325, Edina, MN, 55435
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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
Judd is the Director of Research at Pilgrim Advisors in Miami Beach, FL, since February 20245. Judd spends nearly all of his time on this investment-related activity.
Employment History
Current Registrations
Josh Arnold Investment Consultant, LLC
Previous Registrations
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Lehman Brothers INC.Broker
Emmett a Larkin Company, INC.Broker
State Registrations1 state
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.