Joshua Mungavin
Joshua Mungavin is a CFP-designated registered investment advisor at Evensky & Katz/foldes Wealth Management, based in Coral Gables, FL, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,184 clients with $3.1B 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable under special circumstances. Current client relationships may exist where the fees are higher or lower than the fee schedule above. Employees and their family related accounts may be charged a reduced fee, or no fee, for our services.
Fee Estimator
Location
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL, 33146
Get directionsHistory
Regulatory History (2)
Regulatory
October 2011Criminal
December 2002Other Business Activities
Joshua has an agreement with MHN Government Services to give financial presentations to military members at free conferences, though he has not yet given a presentation. If he does present, Joshua will be paid for his time.
Employment History
Current Registrations
Evensky & Katz/foldes Wealth Management
Previous Registrations
Evensky & Katz, LLC
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.