Joshua Sands
Joshua Sands is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Sarasota, FL, with 17 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,258 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.20% |
Annual asset management fees range from 0% to 2.20% and are negotiable. LPL sponsored advisory programs have separate fee schedules with maximum annual fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
Sarasota, FL
Get directionsHistory
Regulatory History (1)
Regulatory
September 2019Other Business ActivitiesSells Insurance
Joshua operates Core Wealth Planning as a DBA for his LPL business since 2013. He is also a Crypto Tax Reconciliation Specialist, dedicating about a quarter of his time, and an IAR with HighPoint Advisor Group, also dedicating about a quarter of his time. Finally, Joshua is an agent for Financial Brokerage Inc, spending minimal time.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
Level Four Advisory Services
New England Securities Corporation
New England SecuritiesBroker
State Registrations14 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
- Michael Fuller, CFP, ChFCNorthwestern Mutual Investment Services,llc
- Dean Mackey, CFPEdward Jones
- Jared Motzenbecker, CFPLPL Financial LLC
- Austin Pickle, CFASeia
- Peter Abbott, CFPEdward Jones
- Brenton Campbell, CFPEdward Jones