Joshua Mastel is a CFP-designated registered investment advisor at Twenty Twenty Investment Advisors, LLC, based in Spokane, WA, with 10 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 341 clients with $140M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Some clients are on a lower fee schedule or have a waived minimum fee based on individual circumstances.
Fee Estimator
Location
Spokane, WA
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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 owner of Seek No Further Farms, LLC, a small farm with a truffle orchard, since 2015. He supports operations and bookkeeping, dedicating minimal time to the business.
Employment History
Current Registrations
Twenty Twenty Investment Advisors, LLC
Previous Registrations
Ten Capital Investment Advisors, LLC
State Registrations7 states
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