Joshua Stillman
Joshua Stillman is a registered investment advisor at Capitol Financial Consultants, INC., based in Mclean, VA, with 11 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 108 clients with $230M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Location
8180 Greensboro Drive, Suite 1150, Mclean, VA, 22102
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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 Activities
Joshua is an adjunct professor at George Mason University, teaching a financial planning and wealth management capstone course from January to May. This takes about 10-20% of his time during those months.
Employment History
Current Registrations
Capitol Financial Consultants, INC.
State Registrations1 state
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