Joshua Sankes is a registered investment advisor at Intellus Advisors, LLC, based in Sarasota, FL, with 20 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, Divorce Planning, Education Planning, Insurance Planning, and 3 more. Their firm serves 1,032 clients with $1.2B 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $30.0M | 0.60% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | Included |
Fees may be adjusted higher or lower based on legacy arrangements, complexity of financial planning, specialized investment strategies, or affiliated account relationships.
Fee Estimator
Location
2999 S Tamiami Trail, Sarasota, FL, 34239
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business Activities
Joshua owns 7 Footer Holdings, a real estate holding company, and spends minimal time managing the property. He also owns 7 Footer Financial Inc., dedicating full-time hours to its daily operations.
Employment History
Current Registrations
Intellus Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
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.