Joshua Troesh is a CFP-designated registered investment advisor at Purposeful Strategic Partners, based in Alta Loma, CA, 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 Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 41 clients with $9.9M 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 | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
These fees are for the All-in-One AUM Fee Structure. The annual fees are negotiable and are pro-rated and paid in arrears on a monthly or quarterly basis as agreed upon in the client agreement.
Fee Estimator
Contact
Joshua Troesh
Location
Alta Loma, CA
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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 Activities
Joshua is a tenured professor at El Camino College, teaching business courses and working approximately 100 hours per month. He also owns 50% of the Financial Coaches Network and is a part owner in a rental real estate company.
Employment History
Current Registrations
Purposeful Strategic Partners
State Registrations2 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.
Exams
Additional Information
I believe financial planning should be a profession rather than an industry - that planners should act more like doctors than car salesmen. When you go to a doctor, you expect the best diagnosis for your health, not to be sold a product. The same should be true of your financial advisor.