Josiah Martin is a registered investment advisor at Financial Harvest Wealth Advisors, based in Winter Park, FL, with 1 years of industry experience. Josiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 320 clients with $560M 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 $500K | 1.35% |
| $500K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable within each tier. A $5,000 minimum annual fee applies and may be waived.
Fee Estimator
Location
1091 West Morse Boulevard, Suite 200, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Harvest Wealth Advisors
State Registrations1 state
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