Joshua Null
Joshua Null is a registered investment advisor at Gulf Coast Financial Advisors LLC, based in Fairhope, AL, 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, Insurance Planning, and 3 more. Their firm serves 148 clients with $27M 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 $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Full-service fee includes both investment management and financial planning services. GCFA does not generally offer investment management services independent of financial planning services. GCFA reserves the right to exercise discretion in making exceptions to its fee arrangements or negotiating special fee agreements when deemed appropriate.
Fee Estimator
Location
561 Fairhope Ave, Suite 202B, Fairhope, AL, 36532
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 hosts "Coasting in Retirement with Josh Null," an educational program to market GCFA's services, dedicating a few hours per week. He also sells fixed insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Gulf Coast Financial Advisors LLC
Previous Registrations
Prime Capital Investment Advisors, LLC
Prime Capital Investment Advisors, LLC
Investment Advisors
Proequities, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 states
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.