Joshua Tschirgi
Joshua Tschirgi is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in West Linn, OR, with 14 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
West Linn, OR
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2014Other Business ActivitiesSells Insurance
Joshua is an insurance agent selling various insurance products, and he is the 100% owner of both True Path Capital Strategies, LLC (used for marketing securities, advisory, and insurance business) and SWW Property Investments LLC (which owns and manages residential rental properties). He dedicates a few hours per week to each of these activities.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Client One Securities LLC
Client One Securities LLCBroker
Somerset Wealth Management, LLC
Somerset Securities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations18 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.