Joshua Andrews is a CFP-designated registered investment advisor at Thistle Wealth Management, LLC, based in Maitland, FL, with 8 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Contact
Joshua Andrews
Location
Maitland, FL
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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 →Employment History
Current Registrations
Thistle Wealth Management, LLC
Previous Registrations
55 North Private Wealth
Hightower Advisors, LLC
Resource Consulting Group
Cnl Securities CORP.Broker
State Registrations1 state
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