Joshua Marbert is a registered investment advisor at Richard Young Advisors, based in Augusta, GA, 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 Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,940 clients with $1.2B 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 $500K | 1.45% |
| $500K - $1.0M | 0.85% |
| $1.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
Management fees are negotiable and may be discounted.
Fee Estimator
Location
205 Hudson Trace, Augusta, GA, 30907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Richard Young Advisors
State Registrations1 state
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