Joshua Bartlett
Joshua Bartlett is a registered investment advisor at Granite Bay Wealth Management, LLC, based in Portsmouth, NH, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 540 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Granite Bay Wealth Management's fees for managing your investments are based on a percentage of the value of your portfolio, generally ranging from 0.50% to 1.50% per year. The fees are negotiable and may be higher or lower based on the nature of the account and the origin of the client. Other factors affecting fees include the size of the account and complexity of asset structures. In limited circumstances, GBWM may charge additional fees for extraordinary planning or consultation services, which will be disclosed in writing beforehand.
Location
22 Deer Street, Suite 200, Portsmouth, NH, 03801
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Regulatory History (1)
Financial
October 2017Other Business ActivitiesSells Insurance
Joshua is a Certified College Planning Specialist through Accolade Financial LLC since 2014, dedicating about 10-20% of his time. He also works as a broker for fixed insurance products and owner through Accolade Financial LLC since 2009, also dedicating about 10-20% of his time.
Employment History
Current Registrations
Granite Bay Wealth Management, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
State Registrations1 state
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.