Joshua Tanata
Joshua Tanata is a registered investment advisor at Edelman Financial Engines, based in Phoenix, AZ, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
4742 N 24th St, Suite 400, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (2)
Financial
November 2018Judgment / Lien
November 2016Other Business Activities
Joshua is an LLC owner/contractor for Apex Search Group, a recruiting firm, since 2021. He spends about a quarter of his time recruiting and has no financial control over the firm.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Financial Engines Advisors L.L.C.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations3 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.