Joshua Colton is a CFP-designated registered investment advisor at Colton Wealth Management, based in Arcadia, CA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 109 clients with $140M 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 | 1.00% |
Fees are negotiable. Family and friends may pay different rates. CWM may choose to waive the fee on cash positions depending on each client’s individual situation.
Fee Estimator
Contact
Joshua Colton
Location
148 E. Foothill Blvd, Suite 201, Arcadia, CA, 91006
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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
Colton Wealth Management
State Registrations1 state
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Exams