Josh Graybill is a CFA-designated registered investment advisor at Bristlecone Value Partners, LLC, based in Santa Monica, CA, with 14 years of industry experience. Josh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 94 clients with $190M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.30% |
| $5M+ | 0.15% |
Fees are subject to change with advance notification and are negotiable depending on client circumstances. Charitable organizations have a separate, discounted fee schedule. Accounts opened before the effective date of this fee schedule may pay more or less for the same advisory services.
Fee Estimator
Location
Santa Monica, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bristlecone Value Partners, LLC
State Registrations1 state
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