Joshua Bockhorst is a registered investment advisor at Bockhorst Wealth Stratagies LLC, based in Troy, Lincoln, MO. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 3.00% |
| $100K - $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees are assessed only in months when a scheduled meeting occurs. For portfolios under $100,000, the fee is a flat $250 per meeting month (annualized equivalent estimated at 3.0% for a monthly meeting). For accounts between $100,000 and $999,999, the rate is 2.00% annually. For accounts of $1,000,000 or more, the rate is 1.00% annually.
Fee Estimator
Location
Troy, Lincoln, MO
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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
Bockhorst Wealth Stratagies LLC
State Registrations1 state
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