Joshua Beams
Joshua Beams is a registered investment advisor at Charles Schwab & CO., INC., based in Cave Creek, AZ, with 19 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
Cave Creek, AZ
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2012Other Business Activities
Joshua is a partner in Richardson Customs, LLC, focused on managing residential construction projects, and a co-owner of DAS Haus LLC, renovating and selling houses. He also is a partner in Richardson Construction, adding capital to fund new home development; all activities take minimal time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations53 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.