Joshua Rudoy
Joshua Rudoy is a registered investment advisor at Argyle Capital Partners, LLC, based in Los Angeles, CA, 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 Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 177 clients with $190M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable at ACP's discretion.
Fee Estimator
Location
1925 Century Park East, Suite 1140, Los Angeles, CA, 90067
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 an independent insurance agent since 2017, dedicating a few hours per week to this activity. He also serves as President-Elect and a board member of the Wilshire Rotary Club, spending about 10-20% of his time on community service and related activities.
Employment History
Current Registrations
Argyle Capital Partners, LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
UBS Financial Services INC.
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.