Josh Pollard is a CFP-designated registered investment advisor at Fern Financial Group, LLC, based in Mesa, AZ, with 6 years of industry experience. Josh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 78 clients with $63M 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 $1000K | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable. The AssetMark Platform fee is included in the fee schedule. If a Third-Party Manager is utilized, Fern Financial will adjust its Advisor Fee to ensure that Total Annual Fees do not exceed 1.2% annually.
Fee Estimator
Location
Mesa, AZ
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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 separately licensed as an independent insurance agent. He is also a board manager for Renew Biotechnologies, LLC, dedicating minimal time to guide the management team and participate in company decisions.
Employment History
Current Registrations
Fern Financial Group, LLC
Previous Registrations
One Capital Management, LLC
State Registrations7 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.