Joshua Woodford
Joshua Woodford is a CFP-designated registered investment advisor at Cora Capital Advisors, based in Marlton, NJ, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 668 clients with $590M 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 | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor. For Clients with less than $100,000 in assets under management, there is a minimum fee of $1000 per household subject to the Advisor’s Discretion.
Fee Estimator
Location
4 Eves Drive, Suite B100, Marlton, NJ, 08053
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 ActivitiesSells Insurance
Joshua works as an insurance broker for Cora Capital Assurance, dedicating a few hours per week. He also works for Cora Capital Advisors as a Registered Investment Advisor, dedicating about two-thirds of his time, and is a Registered Representative with American Portfolios Financial Services, dedicating a few hours per week.
Employment History
Current Registrations
Cora Capital Advisors
Previous Registrations
Osaic Wealth, INC.Broker
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
Purshe Kaplan Sterling InvestmentsBroker
Redwood Wealth Management Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Lane Hipple Schill - Wealth Management Group
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations1 state
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.