A complete list of active advisors currently associated with Josh Arnold Investment Consultant, LLC

Warmer can help you find a great advisor at Josh Arnold Investment Consultant, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Josh Arnold Investment Consultant, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.