Joshua Laurent is a CFP-designated registered investment advisor at Wealth in Yourself LLC, based in Zephyr Cove, NV, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 10 clients with $2.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth In Yourself does not directly manage investments. Instead, they guide clients in selecting pre-made portfolios managed by Altruist LLC. Altruist charges a wrap fee for managing these portfolios, which is currently 0% but may range from 0% to 1%.
Location
195 Highway 50, Ste 317, Zephyr Cove, NV, 89448
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is a managing member of CA Homes In The Pines LLC, a real estate investment company, and spends minimal time on it. He is also an adjunct professor at Golden Gate University, teaching finance and financial life planning, and spends minimal time on this as well.
Employment History
Current Registrations
Wealth in Yourself LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations5 states
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