JH
JH

Joshua Souza Hanna

1 Year of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningInsurance PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
463 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$2.9B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.90%
$1.0M - $10.0M1.65%
$10.0M - $50.0M1.40%
$50M+1.15%

Fees are negotiable, but not to exceed 2.50% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Inspire Investing, LLC
October 2024 - Present · 1 yr 4 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.
Joshua Souza Hanna - Financial Advisor | TrueAdvisor