Joshua Natham
Joshua Natham is a CFP-designated registered investment advisor at Kenneth E. Boone Wealth Management, LLC, based in Oakdale, CA, with 6 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 130 clients with $72M 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 - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable. BSP also charges a separate annual fee for their services.
Fee Estimator
Location
723 W "F" Street, 16777, Oakdale, CA, 95361
Get directionsHistory
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 ActivitiesSells Insurance
Joshua is a licensed insurance producer, offering accident & health, sickness, and life insurance since 2018. He provides insurance to clients who are underinsured, particularly long-term care and life insurance, as a cornerstone of financial planning.
Employment History
Current Registrations
Kenneth E. Boone Wealth 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.