Joshua Baxa is a registered investment advisor at Permcap Investment Office, based in Charleston, SC, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Tax Planning. Their firm serves 46 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PermCap Investment Office manages investments for separate accounts, charging an annual fee based on a percentage of the assets they manage. This fee typically ranges from 0.50% to 1.00% and is negotiable. The fee is invoiced quarterly, in advance, based on the value of your portfolio on the last day of the previous quarter. PermCap also manages private investment funds, with annual management fees ranging from 0.50% to 1.00%.
Location
10 Gillon Street, Charleston, SC, 29401
Get directionsHistory
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
Permcap Investment Office
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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.