Joshua Englund is a registered investment advisor at Nepsis, INC., based in Bloomington, MN, with 13 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 590 clients with $340M 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 | 2.50% |
Maximum annual advisory fee is up to 2.50% and is negotiable. Services are offered as a bundled fee program that includes trading costs. Additional custodian asset-based pricing fees apply ranging from 0.08% to 0.20%, along with a quarterly maintenance fee of $21.25 per account.
Fee Estimator
Location
8400 Normandale Lake Blvd, Suite 920, Bloomington, MN, 55437
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 is involved with Englund Enterprises, Inc. providing financial services and insurance services since 2019, spending minimal time on insurance sales. He is also a co-founder of Oak Shore Oasis LLC, a rental property business, since 2022, dedicating minimal time to this venture.
Employment History
Current Registrations
Nepsis, INC.
Previous Registrations
Nepsis Advisor Services, INC.
Securities America Advisors, INC.
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.
Exams
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