Joshua Wright
Joshua Wright is a registered investment advisor at Global View Capital Management LLC, based in Pleasant Grove, UT, with 17 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M 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 | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
233 South Pleasant Grove Boulevard, Suite 102, Pleasant Grove, UT, 84062
Get directionsHistory
Regulatory History (2)
Financial
November 2018Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Joshua works as an independent contractor for Global View Capital Advisors, LLC, a marketing firm for insurance and advisory services, dedicating about half of his time. He is also an insurance agent for Global View Capital Insurance Services, LLC and Experior Financial Group, Inc., selling various insurance products, and works as a realtor and project manager, dedicating minimal time to each.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
The Strategic Financial Alliance
Investment Advisors International, INC.
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.