Joshua Postlewaite is a registered investment advisor at Aan Wealth Advisors LLC, based in Canton, OH, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 229 clients with $130M in assets under 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% |
The annual management fee and the sub advisor fee, combined, is up to 1.50%. These fees may be negotiated at the discretion of the advisor.
Fee Estimator
Location
4450 Belden Village Ave Nw, Suite 704, Canton, OH, 44718
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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 →Employment History
Current Registrations
Aan Wealth Advisors LLC
State Registrations1 state
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