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Joshua Keagle

Financial Transparency
15 Years of Experience
Greensboro, NC
Sells Insurance
View SEC Summary
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Joshua Keagle is a registered investment advisor at Financial Transparency, based in Greensboro, NC, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 235 clients with $320M in assets under management.

Financial Transparency
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
235 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$322.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.15%

Maximum annual fee percentages vary by program: Let's Get Started is up to 1.00%, Managed Investment Portfolios is up to 1.75%, and Customized Managed Accounts is up to 2.15%. Actual fees are negotiated with your advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Greensboro, NC

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Joshua serves as a Training Officer and Intelligence Officer in the US Navy Reserve, dedicating one weekend per month and three weeks per year. He is also the Owner and President of Joshua Tree Investments and an insurance agent, meeting with clients regarding their insurance needs.

Employment History
Current Registrations
Financial Transparency
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Financial Transparency, LLC
April 2018 - December 2018 · 8 mos
Trustee Empowerment & Protection, INC.
March 2012 - September 2018 · 6 yrs 6 mos
Cssc Brokerage Services, INC.Broker
April 2011 - June 2018 · 7 yrs 2 mos
State Registrations1 state
NC
Advisor

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
No exam information available for this advisor.
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