Joshua Grimes-Avery
Joshua Grimes-Avery is a registered investment advisor at Northstar Financial Companies, INC., based in Conshohocken, PA, with 3 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 507 clients with $520M 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 $1.0M | 1.25% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable and based on the market value of the total managed portfolio.
Fee Estimator
Location
1201 E. Hector St, Conshohocken, PA, 19428
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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 →Employment History
Current Registrations
Northstar Financial Companies, INC.
Previous Registrations
Blackrock Investments, LLCBroker
State Registrations1 state
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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