Josiah Deford is a CFA-designated registered investment advisor at Kisher Capital, LLC, based in Malta, IL, with 3 years of industry experience. Josiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 27 clients with $5.3M 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 $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Malta, IL
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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 Activities
Josiah teaches private music lessons for a few hours per week since 2016. He also works as an operational assistant for Christian Retirement Ministries, dedicating nearly full-time hours during trading hours since 2021.
Employment History
Current Registrations
Kisher Capital, LLC
Previous Registrations
Harvest Investment Services, LLC
State Registrations4 states
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