Joshua Kehm
Joshua Kehm is a registered investment advisor at Ensign Advisory Partners LLC, based in Gilbert, AZ, with 8 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 288 clients with $92M 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 | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
111 E. Rivulon Blvd., Suite 103B, Gilbert, AZ, 85297
Get directionsHistory
Regulatory History (1)
Criminal
November 2006Other Business ActivitiesSells Insurance
Joshua is a partner in Ensign Partners, a marketing organization, and an independent insurance agent, spending minimal time on insurance sales. He also serves as a director for Ensign Partners Foundation and a finance committee member for the Gilbert Chamber of Commerce, each requiring minimal time.
Employment History
Current Registrations
Ensign Advisory Partners LLC
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
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.