Joshua Hancock
Advisor at Crewe Advisors
Updated today
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
Crewe Advisors
Location
Salt Lake City, UT 84101
Credentials
Series 65
Industry experience
3 years
About
Joshua Hancock is a financial advisor at Crewe Advisors with three years of industry experience. He holds a Series 65 credential and has worked at multiple firms, including PACS and Opiniion. Outside of his advisory role, he has experience with Utah Valley University and The Church of Jesus Christ of Latter-Day Saints. Crewe Advisors provides discretionary portfolio management and financial planning to individual, business, private fund, charitable, and insurance clients. The firm uses fundamental, technical, and quantitative analysis to implement a range of investment strategies and typically manages accounts on a discretionary basis with quarterly reviews.
Client services
Based on Crewe Advisors
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Crewe Advisors
Options & derivatives strategies
Private / alternative investments
Concentrated stock management
Wealth management
Fee options
Financial planning fees negotiated between $6,000 and $150,000
$0 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90%
$250 - $500 per hour
Performance fee of 5% payable to affiliated manager of private fund, but waived for CA clients investing in the Fund; conflicts disclosed.
Account minimum: $2,000,000
Location
650 S. Main Street, Suite 700
Salt Lake City, UT 84101
Most active in
Joshua H has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Crewe Advisors
2022 - Present (4 years)
PACS
2020 - 2022 (2 years)
Opiniion
2019 - 2020 (1 year)
SimPlus
2019 - 2019 (1 year)
PACS
2018 - 2019 (1 year)
Aloha Food Group
2018 - 2018 (1 year)
Utah Valley University
2018 - 2022 (4 years)
The Church of Jesus Christ of Latter-Day Saints
2016 - 2018 (2 years)
The Richwood Nursing and Rehabilitation Center
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
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.
-
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.
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