Joshua Young is a registered investment advisor at Oak & Reed Capital Management, LLC, based in Brooklyn, NY, with 9 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oak & Reed Capital Management offers two investment management options:
- Comprehensive Portfolio Management: Fees are up to 2.25% annually of the value of your account.
- Asset Management: Fees are up to 2.00% annually of the value of your account.
Fees are billed quarterly, based on the value of your account on the last day of the previous quarter.
Location
122 Ashland Place, Apt 16J, Brooklyn, NY, 11201
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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 involved in talent management and fashion consulting. The filing does not indicate whether these activities are investment-related.
Employment History
Current Registrations
Oak & Reed Capital Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
AXA Advisors, LLC
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.