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Joshua Arnold

Josh Arnold Investment Consultant, LLC
49 Years of Experience
Edina, MN
14 Disclosures
View SEC Summary
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Joshua Arnold is a registered investment advisor at Josh Arnold Investment Consultant, LLC, based in Edina, MN, with 49 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, High Net Worth, Investment Management, and 2 more. Their firm serves 256 clients with $140M in assets under management.

Josh Arnold Investment Consultant, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
256 clients
Average Client Portfolio
$555K average
Assets Under Management
$142.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K2.50%
$150K - $1.0M2.00%
$1M+1.50%

The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee. If margin is utilized, the fees will be billed based on the gross asset value of the account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6800 France Avenue South,, #325, Edina, MN, 55435

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History

Regulatory History (14)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2017
Settled
Customer Dispute
September 2016
Settled
Customer Dispute
November 2015
Settled
Customer Dispute
December 2014
Denied
Customer Dispute
July 2010
Settled
Customer Dispute
September 2004
Settled
Customer Dispute
November 2001
Settled
Regulatory
April 2000
Final
Regulatory
January 2000
Final
Customer Dispute
June 1998
Settled
Customer Dispute
May 1998
Settled
Customer Dispute
January 1998
Settled
Customer Dispute
October 1997
Settled
Regulatory
June 1982
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joshua hosts the "Mr. Money Talk" radio show on 1500 ESPN AM Radio. He receives no compensation for this activity.

Employment History
Current Registrations
Josh Arnold Investment Consultant, LLC
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Moneyblock
September 2012 - October 2012 · 1 mo
TradingblockBroker
August 2012 - December 2016 · 4 yrs 4 mos
Brokersxpress LLC
October 2008 - August 2012 · 3 yrs 10 mos
Brokersxpress LLCBroker
March 2006 - August 2012 · 6 yrs 5 mos
Emmett a Larkin Company, INC.Broker
December 1999 - March 2006 · 6 yrs 3 mos
Sunpoint Securities, INC.Broker
August 1998 - November 1999 · 1 yr 3 mos
R.J. Steichen & CompanyBroker
April 1998 - August 1998 · 4 mos
Linsco/private Ledger CORP.Broker
March 1981 - April 1998 · 17 yrs 1 mo
First Investors CorporationBroker
October 1976 - March 1981 · 4 yrs 5 mos
State Registrations2 states
MNTX
Advisor

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.

Exams
No exam information available for this advisor.
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