Joshua Cruz
Joshua Cruz is a CFP-designated registered investment advisor at Bucket List Wealth Management, LLC, based in The Villages, 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 Investment Management. Their firm serves 482 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based on the size of the account(s) and disclosed to you in the Asset Management Agreement and/or advisory agreement you enter into with any Third-Party Adviser.
Fee Estimator
Location
8564 East County Road 466,, Suite 203, The Villages, FL, 32162
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 is an independent insurance agent since 2018, but does not actively use the license. He spends minimal time on this activity.
Employment History
Current Registrations
Bucket List Wealth Management, LLC
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.