Joshua Legband
Joshua Legband is a registered investment advisor at Great Waters Financial, based in Shoreview, MN, with 11 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,627 clients with $1.2B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts above $10,000,000. Fee for managing assets allocated to fee-only annuities will be 1.00%.
Fee Estimator
Location
4100 Lexington Ave N, Suite 100, Shoreview, MN, 55126
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 co-founded Legband Enterprises, a real estate management and leasing company, in 2001, dedicating minimal time. He also works as an insurance agent since 2015, taking about half of his time, and serves as board president/chair for Hand in Hand Christian Montessori Academy, spending a few hours per week.
Employment History
Current Registrations
Great Waters Financial
Previous Registrations
Advisornet Wealth Management
Redhawk Wealth Advisors, INC.
State Registrations2 states
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