Joshua Zins is a registered investment advisor at Plandeavor, based in Arlington, VA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 7 clients with $1.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
The annual fee is negotiable. Plandeavor may also utilize the services of a Sub-Advisor to manage Clients’ investment portfolios. The annual fees charged by Sub-Advisors range from 0% to 0.32%. When using Sub-Advisors, the Client will not pay additional fees. The Sub-Advisors fees are charged directly to Plandeavor and are inclusive of the total annual fee disclosed by Plandeavor.
Fee Estimator
Location
1530 Wilson Blvd Ste 650, Arlington, VA, 22209
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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 →Employment History
Current Registrations
Plandeavor
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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