Joshua Rubin is a CFP-designated registered investment advisor at Nerdwallet Wealth Partners, LLC, based in New York, NY, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 694 clients with $260M 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 $100K | Included |
| $100K - $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
The annual fees are negotiable. For accounts with assets under $100,000, the annual fee is a flat $900.
Fee Estimator
Location
123 William Street, 21st Floor, New York, NY, 10038
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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 works as a Sales Assistant for investment-related business at NewEdge Wealth, LLC, catering to ultra-high net worth individuals. This role takes nearly full-time hours.
Employment History
Current Registrations
Nerdwallet Wealth Partners, LLC
Previous Registrations
New Edge Wealth
Newedge Securities, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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