Joshua Khokhar is a CFP-designated registered investment advisor at Santara Wealth Management LLC, based in San Diego, CA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 83 clients with $75M 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 | 1.55% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000. Maximum AUM-based fee shall be 2.00%. If Turnkey Asset Management Programs (TAMPs) are used, there will be an additional 0.05% charge. Client will be charged an annual account fee of $50 for each account managed.
Fee Estimator
Location
350 10th Avenue Suite 1000, San Diego, CA, 92101
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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 the owner of a holding company for his investment advisory business, Providence Wealth Management, since September 2023.
Employment History
Current Registrations
Santara Wealth Management LLC
Previous Registrations
Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations2 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.