Joshua Greene is a CFA-designated registered investment advisor at Pendleton Street Advisors, LLC, based in Columbia, SC, with 7 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. Their firm serves 54 clients with $83M 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 | 1.95% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable. Minimum portfolio value is $500,000. Minimum annual fee per household is $7,500.
Fee Estimator
Location
1100 Shirley Street, Columbia, SC, 29205
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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 board member and treasurer for Women's Rights and Empowerment Network and Greater Columbia Community Relations Council, both non-profit organizations, dedicating a few hours per week to each. He also serves on the finance committee for the Columbia Museum of Art, spending minimal time per month.
Employment History
Current Registrations
Pendleton Street Advisors, LLC
Previous Registrations
Carolina Financial Securities, LLCBroker
Carofin, LLCBroker
Morgan Stanley
Morgan StanleyBroker
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.