Josh Arnold Investment Consultant, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Josh Arnold Investment Consultant, LLC is a fee‑based advisory firm serving individual and high‑net‑worth clients, managing about $142 million in discretionary assets across roughly 256 client accounts. The firm provides both discretionary and non‑discretionary asset management along with hourly financial planning and consulting services.
Investment decisions are guided by documented investment policy statements and a mix of fundamental, technical and cyclical analysis, with account reviews performed quarterly and more frequently as market or client circumstances dictate. The firm implements a range of strategies that can include option writing and other derivatives, and it discloses the potential use of margin in client accounts; fees are billed monthly in arrears and, when margin is used, are calculated on gross asset value.
Noteworthy features relative to peers include the explicit use of options and other derivatives together with a margin‑inclusive fee calculation, which affects how borrowing is reflected in client account valuations and fees. The firm also discloses the use of endorsements and testimonials in its advertising and operates under limited custody arrangements such as third‑party standing letters of authorization, practices that are less common among similarly sized supported advisors.
Client services
Expertise
Fee options
$0 - $150,000: 2.5% annually $150,001 - $1,000,000: 2.00% annually $1,000,001+: 1.50% annually
$250 per hour for financial planning and consulting services.
Main office
6800 France Avenue South, #325
Edina MN 55435
Advisors at this office
2
Most active in
Arizona · Florida · Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Judd A
Series 63, Series 66
Edina, MN
Josh Arnold Investment Consultant, LLC
Judd Arnold is a financial advisor with Josh Arnold Investment Consultant, LLC in Edina, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. He currently serves as Director of Research at Pilgrim Advisors. His prior experience includes roles at Lake Cornelia Research Management, Inc. and Neuberger Berman BD LLC. Josh Arnold Investment Consultant, LLC provides fee-based financial planning and investment supervisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning. The firm’s portfolio construction incorporates fundamental, technical, and cyclical analysis, and it employs option strategies and margin as part of its managed accounts.
Joshua A
Series 63, Series 65
Edina, MN
Josh Arnold Investment Consultant, LLC
Joshua Arnold is a financial advisor based in Edina, MN, with 50 years of industry experience. He has been with Josh Arnold Investment Consultant, LLC since 2016 and holds Series 63 and Series 65 designations. Previously, he worked at AOS, Inc DBA MoneyBlock and BrokersXpress LLC. Arnold also hosts "Mr. Money Talk" on 1500 ESPN AM Radio without compensation. Josh Arnold Investment Consultant, LLC is a fee-based advisory firm serving individual and high-net-worth clients, managing approximately $142 million in discretionary assets. The firm offers both discretionary and non-discretionary asset management, utilizing documented investment policy statements and a combination of fundamental, technical, and cyclical analysis in its investment approach.
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