Joshua Geib is a PFS-designated registered investment advisor at Zuraw Financial, based in Delray Beach, FL, with 17 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 61 clients with $67M 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
These rates apply to equity portfolios. Fixed income portfolios have a different fee schedule: Up to $500,000: 1.00%, $500,001 - $3,000,000: 0.75%, Over $3,000,000: 0.50%. Fees may be negotiable in limited circumstances.
Fee Estimator
Location
209 SE 5th Avenue, Delray Beach, FL, 33483
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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 Edward A. Zuraw & Company, working as a tax accountant and providing related consulting services, dedicating about full-time hours to this role. He also manages operations and administration for Lightpoint Capital Management LLC for minimal time per week and is a managing member of GZ Properties LLC, a real estate holding company, also for minimal time per week.
Employment History
Current Registrations
Zuraw Financial
Previous Registrations
Klocke Capital Group, LLC
Valmark Advisers, INC.
State Registrations1 state
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