Joshua Donner
Joshua Donner is a registered investment advisor at Independent Financial Partners, based in Plantation, FL, 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 High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
8181 W. Broward Boulevard, Suite 370, Plantation, FL, 33324
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Joshua is involved in several business activities, including overseeing a technology platform (a few hours per week), client relationship management for business exit strategies (a few hours per week), and working as a real estate sales associate (a few hours per week). He also works as a financial advisor with Clear Advice Financial, dedicating about a third of his time to this role.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
State Registrations2 states
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