Joshua Frankel
Joshua Frankel is a CFP-designated registered investment advisor at Ferguson Wellman Capital Management, INC., based in Portland, OR, 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 Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,026 clients with $9B 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 $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Schedule is for Equity Only and Balanced accounts. Fixed Income Only: 0.45% on the first $10,000,000, 0.35% on the next $10,000,000, 0.25% above $20,000,000. West Bearing Investments: 1.00% on the first $2,000,000, 0.85% above $2,000,000. Once a West Bearing portfolio reaches $3,000,000, the client may be eligible for a different fee structure. Fees may be negotiable.
Fee Estimator
Location
888 SW 5th Ave Ste 1200, Portland, OR, 97204
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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 is a limited partner in Charlotte Enterprises, a family business primarily involved in real estate investments, since 2006. He has no duties or responsibilities and dedicates minimal time to this activity.
Employment History
Current Registrations
Ferguson Wellman Capital Management, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Edward Jones
State Registrations1 state
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