Joshua Cohen is a registered investment advisor at Fqi Capital Management LLC, based in Dallas, TX, with 15 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 82 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FQI Capital Management charges an annual fee for portfolio management that varies between 1.00% and 2.00% of your portfolio's value. The fee depends on the size of your portfolio, the complexity of services, and the level of administration. The fee is billed monthly in advance. The advisory fee is negotiable. Family accounts may be combined to potentially lower the fee.
Location
Dallas, TX
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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 →Employment History
Current Registrations
Fqi Capital Management LLC
Previous Registrations
Mcelhenny Sheffield Capital Management, LLC
Ackerman Capital Management
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Echelon Investment Management
Quad Asset Management, LLC
State Registrations1 state
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.