Joshua Studebaker
Joshua Studebaker is a registered investment advisor at Loftin Wealth Partners, based in Johns Creek, GA, 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, Investment Management, Retirement Planning. Their firm serves 363 clients with $290M 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 $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
6470 E Johns Crossing, Suite 230, Johns Creek, GA, 30097
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 →Other Business ActivitiesSells Insurance
Joshua is involved in fixed insurance and annuity sales, dedicating a few hours per week to this activity. He sells fixed and traditional insurance products.
Employment History
Current Registrations
Loftin Wealth Partners
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Bjm Financial INC
Bjm Financial INC
49 Financial
Purshe Kaplan Sterling InvestmentsBroker
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.