Joshua Koehnen
Joshua Koehnen is a CFP-designated registered investment advisor at Premier Wealth Advisors, LLC, based in San Diego, CA, with 23 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 510 clients with $690M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
These fees are for Premier Wealth Advisors' portion only. Clients will also pay fees to third-party advisors like Focus Partners Advisor Solutions (FPAS): Up to $500,000: 0.25%; $500,000.01 to $1,000,000: 0.20%; $1,000,000.01 to $5,000,000: 0.15%; Above $5,000,000: 0.10%. Clients whose accounts are managed by The Pacific Financial Group (TPFG) will pay up to 1.95% of assets invested in mutual funds managed and administered by TPFG. Premier Wealth Advisors receives 0.75% of this fee from TPFG. Clients whose accounts are managed by Dimensional Fund Advisors (DFA) will pay up to 0.18% of the assets under DFA's management. Clients managed by DFA will generally be charged lower fees by Premier Wealth Advisors and FPAS. Fees are negotiable.
Fee Estimator
Location
12531 High Bluff Drive #110, San Diego, CA, 92130
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2012Customer Dispute
April 2011Customer Dispute
February 2011Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Joshua is a licensed insurance agent offering various insurance products and spends minimal time on this activity. He also owns 50% of Premier Realty Solutions, Inc., a real estate brokerage, and 100% of Premier Wealth Management, Inc., an investment advisory business and financial planning consultant; he also owns 50% of Premier Wealth Advisors LLC, which is used for marketing purposes, and spends nearly full-time hours on this activity.
Employment History
Current Registrations
Premier Wealth Advisors, LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Financial Designs LTD.
Qa3 Financial LLC
Qa3 Financial CORP.Broker
State Registrations20 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.