Joshua Winter
Joshua Winter is a CFP-designated registered investment advisor at Bcg Securities, INC., based in Exton, PA, with 17 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,963 clients with $740M 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 may be negotiated on a case-by-case basis.
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 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.