Joshua Radman is a CFP-designated registered investment advisor at Presidio Advisors, LLC, based in Denver, CO, 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Presidio Advisors includes investment management as part of their ongoing financial planning service. There is no separate investment management fee. The annual fee for ongoing financial planning, which includes investment management, ranges from $7,500 to $12,000, depending on the client's needs and complexity. New clients pay $5,000 upfront, with the remaining balance paid quarterly in arrears. When a sub-advisor is used, the sub-advisor will debit the Client’s account for the fee. Annual fees to be paid directly to the sub-adviser (Dimensional Fund Advisors LP (DFA)) for each account will be 0.29% of the average daily value of the account assets under management by Sub-adviser, paid quarterly, in arrears.
Location
Denver, CO
Get directionsHistory
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
Josh works as a paraplanner for 30-40 Wealth Partners, LLC, an RIA focused on helping tech professionals with equity compensation. This takes about a quarter of his time.
Employment History
Current Registrations
Presidio Advisors, LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.