Joshua Perkins
Joshua Perkins is a registered investment advisor at Dewitt and Dunn Financial Services, LLC, based in Fort Worth, TX, 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 Annuities, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 117 clients with $36M 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 | 1.50% |
DeWitt & Dunn charges up to 1.5% annually. Clients also pay separate fees to third-party sub-advisors (Brookstone, Impact Partnership Wealth, Retirement Guys, or Beacon), bringing total combined fees up to 1.8% to 2.99% depending on the program.
Fee Estimator
Location
4500 Mercantile Plaza Dr., Suite 300, Fort Worth, TX, 76137
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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 ActivitiesSells Insurance
Joshua is an independent insurance agent selling life insurance, Medicare products, and annuities, dedicating about half his time to this. He also works as an instructor for American Retirement Institute, spending a few hours per week teaching financial education.
Employment History
Current Registrations
Dewitt and Dunn Financial Services, LLC
Previous Registrations
Blackridge Asset Management, LLC
Retirement Wealth Advisors, LLC
First Retirement Advisors, LLC
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.
Exams
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