Joshua Mangoubi is a CFA-designated registered investment advisor at Considerate Capital, LLC, based in Northbrook, IL, with 5 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 6 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiated or modified due to a client’s special circumstances, such as asset levels, service requirements or other factors.
Fee Estimator
Location
Northbrook, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Considerate Capital, LLC
Previous Registrations
Considerate Capital, LLC
Considerate Capital, LLC
State Registrations1 state
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