Joshua Garcia is a registered investment advisor at The Northstar Group, INC., based in New York, NY, 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 Investment Management. Their firm serves 251 clients with $870M 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 | 1.25% |
Fees may be negotiable in some circumstances.
Fee Estimator
Location
405 Lexington Avenue, Suite 37A, New York, NY, 10174
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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 a Registered Representative at The Northstar Group, Inc., where he serves as Chief Compliance Officer, handles operations, investment research, client inquiries, and financial advisory, dedicating more than full-time hours. He also works as a musician/songwriter under his own name, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
The Northstar Group, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Meyers Associates, L.P.Broker
State Registrations4 states
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