Joshua Blanchfield is a registered investment advisor at Avos Capital Management, LLC, based in Boulder, CO, with 4 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 50 clients with $250M 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 | 0.90% |
Fees are negotiable depending on individual client circumstances; all clients do not pay the same fee.
Fee Estimator
Location
Boulder, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is an owner/consultant at West Ridge Partners, providing management consulting to technology companies since June 2020. This takes about 10-20% of his time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Avos Capital Management, LLC
State Registrations1 state
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