Joshua Rigden is a CFP-designated registered investment advisor at Rigden Capital Strategies, based in Denver, CO, with 16 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 205 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rigden Capital Strategies offers investment management services with fees based on the amount of your portfolio. The fees vary depending on whether your account is held at Charles Schwab/Apex Clearing or Betterment Securities.
For accounts held at Charles Schwab & Co. and Apex Clearing Corporation:
- Up to $999,999: 1.1% per year
- $1,000,000 to $2,999,999: 1.0% per year
- $3,000,000 to $4,999,999: 0.90% per year
- $5,000,000 and Over: 0.80% per year
For accounts held at Betterment Securities:
- First $1,000,000: 1.1% per year
- Next $2,000,000: 1.0% per year
- Next $2,000,000: 0.90% per year
- Amounts over $5,000,000: 0.80% per year
These fees are negotiable. If Rigden Capital Strategies uses a sub-advisor, you will not pay any additional fees.
Location
4600 S Syracuse St, 9th Floor, Denver, CO, 80237
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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 works as a tax consultant for Rigden Tax Strategies since 2017. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Rigden Capital Strategies
Previous Registrations
Alphamint Financial
Risemint
Alphamint
Typher Financial Services, LLC
Typher Financial Services, LLC
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.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.