Joshua Reichard is a registered investment advisor at Reichard Capital, LLC, based in Charlotte, NC, with 6 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 86 clients with $330M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $30.0M | 0.50% |
| $30.0M - $50.0M | 0.35% |
| $50.0M - $60.0M | 0.25% |
| $60M+ | 0.15% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Location
200 South College Street, Suite 1530, Charlotte, NC, 28202
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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 works as an independent contractor for several companies, including NTELX, American Roller Bearing, and E by Design, providing bookkeeping, payroll, and accounting consulting services. He also works part-time for Bagley CPA, PC providing bookkeeping services; these activities take up about a quarter of Joshua's time.
Employment History
Current Registrations
Reichard Capital, LLC
State Registrations1 state
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