Joshua Kammerer
Joshua Kammerer is a registered investment advisor at Kingsview Wealth Management, LLC, based in Grants Pass, OR, with 22 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, and 1 more. Their firm serves 10,049 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingsview Wealth Management's annual advisory fee for wealth and asset management services is negotiable and capped at 2.50% annually, inclusive of any asset management fees charged by Kingsview Investment Management (KIM). The standard wealth management fee schedule is:
- First $250,000 – 1.50% annually
- Next $750,000 – 1.00% annually
- Any amount over $1,000,000 – 0.75% annually
Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.
Location
509 SE 7th Street, 2nd Floor, Grants Pass, OR, 97526
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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 involved with Lebanon Berg Vault, a burial vault company, since 2016. He spends minimal time setting up funeral services and placing burial vaults.
Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
Planco Financial Services, LLCBroker
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.