Joshua Henslick
Joshua Henslick is a registered investment advisor at J.derek Lewis & Associates, INC., based in Newport Beach, CA, 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 Investment Management. Their firm serves 7,459 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J. Derek Lewis & Associates (JDLA) offers investment advice for a fee, calculated as a percentage of the value of your investments. The exact fee is specified in your Investment Management Agreement. If JDLA uses a third-party money manager, the total fees from JDLA and the third-party manager will not exceed 1.5% per year. Fees are paid quarterly, either in advance or after the quarter, depending on the billing platform. The advisory fees paid to JDLA are separate from the fees and expenses charged by the mutual funds themselves.
Location
1001 Dove Street, Suite 155, Newport Beach, CA, 92660-2820
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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.
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Joshua owns and operates a pottery business called JH Pottery since 2017. He dedicates about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
J.derek Lewis & Associates, INC.
State Registrations14 states
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