Joshua Helman
Joshua Helman is a registered investment advisor at Smartplan Investing, based in Juno Beach, FL, with 20 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, Investment Management, Retirement Planning. Their firm serves 300 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Matson Money also receives fees of .50% on each fund’s average daily net assets as described in the prospectus.
Fee Estimator
Location
14255 Us Highway 1, Suite 240, Juno Beach, FL, 33408
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2007Other Business ActivitiesSells Insurance
Joshua works as an emergency medicine physician, dedicating about 10-20% of his time to this role, with some hours overlapping securities trading hours. He is also a registered insurance agent in Florida, spending minimal time on insurance sales.
Employment History
Current Registrations
Smartplan Investing
Previous Registrations
Xexis, INC.
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.