Joshua Goldberg is a registered investment advisor at Bruin Wealth Advisors LLC, based in Woodland Hills, CA, with 1 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 48 clients with $37M 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 $1000K | 1.50% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
21800 Oxnard Street, Suite 420, Woodland Hills, CA, 91367
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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 a managing member of two freelance labor service companies and several real estate investment partnerships. He also manages a property management and investment company and is a limited partner in West Bay Capital, LLC.
Employment History
Current Registrations
Bruin Wealth Advisors LLC
State Registrations3 states
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