Joshua Humada is a registered investment advisor at Money Holistics, based in Houston, TX, with 9 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 60 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Boundless Wealth (DBA Money Holistics) charges an annual investment advisory fee ranging from 0.50% to 1.50%. The fee is calculated based on the previous month-end balance of your account and is paid monthly in advance. The exact fee may be negotiable.
Location
5611 Campbell Rd, Houston, TX, 77041
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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 ActivitiesSells Insurance
Joshua is a licensed insurance professional, but this activity is not investment-related and takes minimal time. He also provides financial coaching services through MoneyYogi LLC, dedicating about 10-20% of his time to this endeavor.
Employment History
Current Registrations
Money Holistics
Previous Registrations
Edward Jones
Edward JonesBroker
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.