Joshua Angell
Joshua Angell is a CFA-designated registered investment advisor at Poinciana Advisors Group, LLC, based in Palm Beach Gardens, FL, with 15 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 88 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Poinciana Advisors Group's (PAG) investment management fees are based on a percentage of the value of your portfolio. The fees are negotiable and can vary depending on factors like the amount of assets managed, the scope of services, the complexity of the account, and the origins of the client relationship. The fees can be as high as 1.25%. PAG typically requires a minimum fee of $5,000, although this can be waived.
Location
3300 Pga Boulevard, Suite 200, Palm Beach Gardens, FL, 33410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is a partner at Smith, Stohlman, James & Gardere, P.A., a full-time position. He is also the Founder & Chief Investment Officer of The Barrons Group, LLC, dedicating a few hours per week to this investment-related activity.
Employment History
Current Registrations
Poinciana Advisors Group, LLC
State Registrations2 states
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