Advisor at Context Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Context Financial LLC
Location
Lexington, KY 40502
Credentials
CFP®, ChFC®, Series 63
Industry experience
14 years
Josh Ackerman is a CFP® and ChFC® with 14 years of experience in financial advising. He is the principal of Context Financial LLC in Lexington, KY, where he has worked since 2006. He also serves as an instructor in the Finance & Quantitative Methods program at the Gatton College of Business and Economics, University of Kentucky. Context Financial provides portfolio management and financial planning services to individual clients, including high-net-worth individuals. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, with all assets managed on a non-discretionary basis to ensure clients retain final trade approval.
Based on Context Financial LLC
Between $500 and $4,000 for a one-time financial plan
$0 - $2,000,000: 1.25% $2,000,001+: 0.70%
Between $150 and $250 per hour for discrete financial planning engagement
Monthly fee between $150 and $200 for ongoing financial planning services
120 Kentucky Ave., Suite 120
Lexington, KY 40502
Kentucky
Gatton College of Business and Economics
2019 - Present (7 years)
Context Financial LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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