Joshua Winter
Joshua Winter is a CFP-designated registered investment advisor at Bcg Securities, INC., based in Exton, PA, with 18 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,181 clients with $890M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a case-by-case basis. No fee will exceed 1.50% without specific approval from the firm's Compliance Officer.
Fee Estimator
Location
120 E Uwchlan Ave, Ste 201, Exton, PA, 19341
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 a multiline insurance agent affiliated with Horace Mann Service Corp., offering various insurance products. He also serves as a board member for both the West Chester Education Foundation and the Downingtown Education Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Bcg Securities, INC.Broker
Bcg Securities, INC.
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
State Registrations7 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.
Exams
More Advisors
- Thomas Graybill, CFP, ChFCAmeriprise Financial Services, LLC
- Nicholas Crippen, CFPHornor, Townsend & Kent, LLC
- Stacy Pfizenmayer, CFPOsaic Wealth, INC.
- Graydon Schunkewitz, CFPLPL Financial LLC
- Timothy Wiand, CFPEp Wealth Advisors
- Adam Wilkins, CFPPace Wealth