Joshua Roberds
Joshua Roberds is a registered investment advisor at Fairhaven Financial Advisory Corporation, based in East Lansing, MI, with 7 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, Insurance Planning, Retirement Planning. Their firm serves 805 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fairhaven Financial offers investment management through Gold Medal Services and Limited Investment Advisory Services. The maximum annual fees are:
- Gold Medal Services:
- $0 - $100,000: 1.60%
- $100,001 - $250,000: 1.60%
- $250,001 – $500,000: 1.30%
- $500,001 - $600,000: 1.20%
- $600,001 - $1,000,000: 1.00%
- $1,000,001 and Above: Negotiable
- Limited Investment Advisory:
- $0 - $100,000: 0.50%
- $100,001 - $250,000: 0.50%
- $250,001 – $500,000: 0.50%
- $500,001 - $600,000: 0.50%
- $600,001 - $1,000,000: 0.50%
- $1,000,001 and Above: Negotiable
Location
1400 Abbot Road, Ste 330, East Lansing, MI, 48823
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fairhaven Financial Advisory Corporation
State Registrations1 state
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