Joshua Moffis is a registered investment advisor at The Asset Consulting Group, INC, based in Boise, ID, 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 Investment Management, Retirement Planning. Their firm serves 87 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACG offers asset management services for individuals, charging an annual fee based on the value of the account. The specific percentage ranges from 0.10% to 1.0%, and is in addition to any fees charged by the third-party money manager. Fees are paid monthly or quarterly, as negotiated. These fees are negotiable.
Location
410 S Orchard Suite 112, Boise, ID, 83705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Asset Consulting Group, INC
State Registrations1 state
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