Joshua Carr is a registered investment advisor at Vallon Capital LLC, based in San Diego, CA, with 5 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients may also be subject to a quarterly performance-based fee, not exceeding 30% of the net capital appreciation of the client's account during each calendar quarter. Performance-based fees are only charged to qualified clients.
Fee Estimator
Location
San Diego, CA
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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 is the CFO of Sierra Land Group, a hospitality and real estate company, since 2019. He dedicates nearly full-time hours to this role, including a few hours per day during trading hours.
Employment History
Current Registrations
Vallon Capital LLC
State Registrations1 state
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