Joshua Epstein is a registered investment advisor at Secretx Assets, based in Austin, TX, with 2 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, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For qualified clients, the firm offers a performance-based fee structure of 1.50% of assets under management plus 20.00% of capital appreciation. Fees are generally negotiable.
Fee Estimator
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua works as a bartender, a consultant for IKIN, INC, CFO/Owner of Luxesmith LLC, and Founder/Owner of Hidden SecreTX LLC. The bartending role takes about half of Joshua's time, while the other roles require minimal time.
Employment History
Current Registrations
Secretx Assets
Previous Registrations
Secretx Assets
State Registrations1 state
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