Joshua Jones is a CFP-designated registered investment advisor at Mhl Tamp, based in Midvale, UT, with 20 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 0.68% |
| $25K - $50K | 0.68% |
| $50K - $100K | 0.58% |
| $100K - $250K | 0.48% |
| $250K - $1.0M | 0.38% |
| $1.0M - $5.0M | 0.28% |
| $5M+ | 0.18% |
Strategy fees are non-negotiable and billed monthly in arrears based on monthly ending asset values. Accounts also incur a $15 per month administrative fee.
Fee Estimator
Location
6900 S. 900 E., Suite 200, Midvale, UT, 84047
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 Activities
Joshua is the Operating President & Co-Owner/Principal of TomiPlan, referring business and building operational processes, dedicating about half of his time. He also owns Reve LLC, which currently holds income and will be providing speaking services for Utah Valley University.
Employment History
Current Registrations
Mhl Tamp
E6 Portfolios
Mhl InvestmentsBroker
Everspire
Previous Registrations
Dfpg Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations27 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.
Exams
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