Joshua Deeter is a CFP-designated registered investment advisor at Deeter Advisory Group, LLC, based in Terrace Park, OH, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 113 clients with $110M 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 | 1.50% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
DAG may negotiate special fee arrangements where deemed appropriate.
Fee Estimator
Location
411 Terrace Place, Suite 3, Terrace Park, OH, 45174
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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
Joshua is on the board of a men's social club called Gyro in Cincinnati.
Employment History
Current Registrations
Deeter Advisory Group, LLC
Previous Registrations
Deeter & Bodnar Advisors, LLC
Advantage Capital Corporation
State Registrations1 state
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