Josiah Gulbro is a registered investment advisor at Oneadvocate Financial LLC, based in Indianapolis, IN. Josiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Maximum annual fees range from 0.50% for non-discretionary strategies up to 0.90% for discretionary strategies. Fees are negotiable and charged quarterly in arrears. Clients also pay a $40 monthly planning fee.
Fee Estimator
Location
Indianapolis, IN
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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
Oneadvocate Financial LLC
State Registrations1 state
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
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