Joshua Newell is a registered investment advisor at Better Pockets Financial, based in Fort Collins, CO, with 15 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 38 clients with $5.6M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.25% |
Fees may be negotiable in certain cases.
Fee Estimator
Location
242 Linden St, 1st Floor, Fort Collins, CO, 80524
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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 →Employment History
Current Registrations
Better Pockets Financial
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Gwfs Equities, INC.Broker
Jackson National Life Distributors LLCBroker
State Registrations5 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.