Joshua Collinsworth is a registered investment advisor at Nomadic Value Partners, based in Essex, VT, 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 Investment Management. Their firm serves 14 clients with $3M 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% |
Fee is for separate accounts. Nomadic also manages a private fund, charging 1.0% annually, paid monthly in arrears. Nomadic also offers model delivery agreements to other investment advisors at 0.5% annually, paid quarterly in advance. Fees may be negotiable.
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Location
Essex, VT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Nomadic Value Partners
Previous Registrations
Ashdon Investment Management, LLC
State Registrations1 state
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