Joshua Sobitz
Joshua Sobitz is a CFP-designated registered investment advisor at Sobitz Financial Group, LLC, based in Uniontown, OH, with 7 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 200 clients with $89M 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 $500K | 1.10% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
3500 Massillon Road, Suite 490, Uniontown, OH, 44685
Get directionsHistory
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 ActivitiesSells Insurance
Joshua is a director of Sobitz Enterprises LLC, a holding company with no activity. He is also an insurance agent with Sobitz Financial Group LLC, dedicating minimal time to insurance activities.
Employment History
Current Registrations
Sobitz Financial Group, LLC
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Capital Analysts, IncorporatedBroker
State Registrations3 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.