Joshua Young is a CFA-designated registered investment advisor at Pax Financial Group, based in San Antonio, TX, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 1,350 clients with $750M 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 $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable based on client circumstances, strategies, and household account sizes. Sub-adviser and platform fees may apply in addition to the base advisory fee.
Fee Estimator
Location
270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232
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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 director at Southwest Public Policy Institute, a nonprofit charity focused on public policy in the American Southwest, since 2022. He spends minimal time on this during trading hours and about 10-20% of his time outside trading hours.
Employment History
Current Registrations
Pax Financial Group
Previous Registrations
Worthpointe
Constitution Wealth LLC
The Republic Capital Management LLC
State Registrations1 state
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
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