Joshua Krafchick is a registered investment advisor at 369 Financial LLC, based in Jacksonville, FL, with 12 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 69 clients with $13M 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 $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Wealth Management fees. Fees are negotiable for accounts over $5,000,000.01. Investment Supervisory Services (ISS) fees are different: 1.75% on first $2,500,000, 0.4% on next $2,500,000, and negotiable for $5,000,000.01+.
Fee Estimator
Location
9428 Baymeadows Rd, Suite 502, Jacksonville, FL, 32256
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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 author/public speaker, owns the Unconventional Money Guide Blog, and is involved with Don't Have a Stroke, LLC. He also works as an Uber driver, dedicating about 10-20% of his time to these activities combined.
Employment History
Current Registrations
369 Financial LLC
Previous Registrations
Standfast Asset Management, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fidelity Brokerage Services LLCBroker
State Registrations4 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.