Joshua Kercheville is a CFP-designated registered investment advisor at Kercheville Advisors LLC, based in San Antonio, TX, with 13 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, Retirement Planning. Their firm serves 352 clients with $550M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Minimum managed account size of $250,000, but this is negotiable.
Fee Estimator
Location
15750 Ih-10 West, San Antonio, TX, 78249
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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 spends a few hours per week managing his rental property. This activity is not investment-related.
Employment History
Current Registrations
Kercheville Advisors LLC
Previous Registrations
Kercheville & Company, INC.Broker
Kercheville & Company, 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.