Joshua Chamberlain
Joshua Chamberlain is a registered investment advisor at Chamberlain Financial Advisors, INC., based in Decatur, GA, with 8 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 84 clients with $54M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same household.
Fee Estimator
Contact
Joshua Chamberlain
Location
Decatur, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is a principal at JB&JM Group, Inc., a business operations consulting firm, since 2017. This activity takes about a quarter of his time.
Employment History
Current Registrations
Chamberlain Financial Advisors, INC.
State Registrations1 state
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