Joshua Gardner is a CFP-designated registered investment advisor at Prosper Private Wealth, based in Mesa, AZ, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 50 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosper Private Wealth charges a fee based on the value of your investments. The maximum annual fee is 2.00%. PPW may negotiate fees and waive the minimum account size at their discretion. The fee is calculated monthly, based on the average daily balance of the account.
Location
4140 E Baseline Road, Suite 101, Mesa, AZ, 85206
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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 →Employment History
Current Registrations
Prosper Private Wealth
Previous Registrations
Summit Global Investments, LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.