Joshua Cumrine is a registered investment advisor at Rpc Wealth, LLC, based in Loveland, CO, with 13 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 395 clients with $56M 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 $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.20% |
| $3.0M - $4.0M | 1.10% |
| $4M+ | 1.00% |
RPC can negotiate a fee rate that differs from the range set forth above for certain client holdings.
Fee Estimator
Location
700 W. Eisenhower Blvd, Suite 130, Loveland, CO, 80537
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 ActivitiesSells Insurance
Joshua is the owner of Cumrine & Company, LLC, where he is involved in insurance sales, acting as an investment advisor representative (IAR), and teaching, dedicating full-time hours to this role. He is also a co-owner of Retirement Planning Center of the Rockies since 2020.
Employment History
Current Registrations
Rpc Wealth, LLC
Previous Registrations
Retirement Wealth Advisors, INC.
Global Financial Private Capital, LLC
State Registrations1 state
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