Joshua Mungavin
Joshua Mungavin is a CFP-designated registered investment advisor at Evensky & Katz/foldes Wealth Management, based in Bellevue, WA, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,188 clients with $3.2B 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 and account minimums are negotiable under special circumstances such as historical relationships, asset types, or anticipated future assets. Employee and family accounts may receive reduced or waived fees.
Fee Estimator
Location
10900 NE 4th Street, Suite 2300, Bellevue, WA, 98004
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.
Exams
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