Joshua Petrusko
Joshua Petrusko is a registered investment advisor at Iron Gate Wealth Advisors, LLC, based in Poland, OH, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 415 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If Iron Gate Wealth Advisors manages your money, the annual fee ranges from 0.5% to 2% of your portfolio. The exact fee is negotiable and depends on the size and complexity of your account. The fee is paid quarterly, based on the value of your portfolio at the end of the previous quarter. If you become a client mid-quarter, you'll be charged for the full quarter.
Location
8560 South Avenue, Suite 2, Poland, OH, 44514
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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 ActivitiesSells Insurance
Joshua is an insurance agent for Stillman & Donahay Agency, selling property and casualty and disability insurance, dedicating about 10-20% of his time. He also sells life, health, disability, long-term care, and fixed annuity insurance products for various carriers, and is an NRA instructor and board of trustee for NAIFA.
Employment History
Current Registrations
Iron Gate Wealth Advisors, LLC
Previous Registrations
Iron Gate Wealth Advisors, LLC
MML Investors Services, 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.