Joshua Slish
Joshua Slish is a registered investment advisor at Sage, Rutty & CO., INC., based in Rochester, NY, with 6 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 8,613 clients with $3.5B 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 $250K | 3.00% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees vary by program. Rates shown are for the Asset Advisor program. Other programs such as PIM, Schwab, and SEI feature rates ranging from 1.00% to 2.00% for initial tiers and are negotiable for balances over $1,000,000.
Fee Estimator
Location
100 Corporate Woods, Suite 300, Rochester, NY, 14623
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2022Employment History
Current Registrations
Sage, Rutty & CO., INC.Broker
Sage, Rutty & CO., INC.
Previous Registrations
Brighton Securities CORP.Broker
Brighton Securities CORP.
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations4 states
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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