Joshua Luff is a CFA-designated registered investment advisor at Clp Asset Management, LLC, based in Ooltewah, TN, with 12 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable but will not exceed 1.50% annually.
Fee Estimator
Location
Ooltewah, TN
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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 is an indirect minority owner of WatersEdge Management, LLC, and a partial owner of CLP Investments, LLC, both since 2019. He spends about 10-20% of his time on each of these investment-related activities.
Employment History
Current Registrations
Clp Asset Management, LLC
Previous Registrations
Great Lakes Advisors, LLC
J.P. Morgan Securities LLC
State Registrations1 state
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