Joshua Mandelkorn
Joshua Mandelkorn is a registered investment advisor at Sanchez Wealth Management Group, LLC, based in Jacksonville, FL, with 14 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 545 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanchez Wealth Management Group's fee for managing your investments is based on a percentage of the value of your portfolio. The exact percentage is negotiated with each client, but it will not exceed 2.00% annually. The fee is charged quarterly in advance. There is a $100,000 minimum to invest, but they may accept smaller accounts.
Location
5150 Belfort Rd., Suite 702, Jacksonville, FL, 32256-6038
Get directionsHistory
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 operates under the DBA Sanchez Wealth Management Group for his LPL business since 2013. This activity is investment-related and conducted at the reported location.
Employment History
Current Registrations
Sanchez Wealth Management Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
State Registrations4 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.