Joshua Guevin is a registered investment advisor at Arx Private Wealth, based in Lancaster, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 27 clients with $110M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
The greater of $10,000 or 1% on the first $2,000,000. Fees may be negotiable.
Fee Estimator
Location
1891 Santa Barbara Drive, Suite 206, Lancaster, PA, 17601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Arx Private Wealth
Previous Registrations
Rkl Private Wealth
State Registrations1 state
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