Joshua Goldman is a CFA-designated registered investment advisor at Mariner Wealth, based in Cambridge, MA, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
245 First Street, Riverview II, Cambridge, MA, 02142
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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 a managing member of TWMP Remainco, LLC, performing administrative tasks. He also owns real estate property through The Weekender LLC, dedicating minimal time to each activity.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Taylor Wealth Management Partners
State Registrations2 states
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