TrueAdvisor
TrueAdvisor
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CFP
JT
CFP

Joshua Tschirgi

Independent Financial Group, LLC
14 Years of Experience
West Linn, OR
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

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. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.

Independent Financial Group, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
541 advisors
Number of Clients
26,635 clients
Average Client Portfolio
$485K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5M+2.00%

Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.

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

West Linn, OR

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2014
View Full SEC ReportHow to Read Disclosures
Other 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
January 2019 - Present · 7 yrs 9 mos
Independent Financial Group, LLC
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Client One Securities LLC
September 2017 - December 2018 · 1 yr 3 mos
Client One Securities LLCBroker
September 2017 - December 2018 · 1 yr 3 mos
Somerset Wealth Management, LLC
June 2016 - October 2017 · 1 yr 4 mos
Somerset Securities, INC.Broker
April 2015 - October 2017 · 2 yrs 6 mos
Wells Fargo Advisors, LLCBroker
September 2014 - January 2015 · 4 mos
Wells Fargo Advisors, LLC
September 2014 - January 2015 · 4 mos
Morgan Stanley
October 2011 - August 2014 · 2 yrs 10 mos
Morgan StanleyBroker
August 2011 - August 2014 · 3 yrs
State Registrations19 states
ALAZCACOFLGAIDMAMINCNJNVOKORPATXVAWAWY
AdvisorBrokerBoth

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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