Joshua Slevin is a registered investment advisor at Fjell Capital, based in Fargo, ND, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 201 clients with $160M 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 $750K | 1.25% |
| $750K - $1.8M | 1.00% |
| $1.8M - $2.8M | 0.85% |
| $2.8M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Fees may be negotiable based on the complexity of the client's financial situation, the size of the account, and the overall relationship with the Firm. Clients whose fixed income portfolios are managed by separate account managers will be subject to two layers of fees: Fjell's fee and the separate account manager's fee.
Fee Estimator
Location
27 10th Street North, Fargo, ND, 58102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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