Joshua Spencer
Joshua Spencer is a registered investment advisor at Palmetto Private Wealth, LLC, based in Spartanburg, SC, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 71 clients with $49M 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 $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
1200 John B. White Sr. Blvd., Spartanburg, SC, 29306
Get directionsHistory
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 ActivitiesSells Insurance
Joshua is a licensed insurance professional. This activity is not investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Palmetto Private Wealth, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Edward Jones
Edward JonesBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Edward Jones
Edward JonesBroker
State Registrations1 state
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.