Advisor at Ensign Advisory Partners LLC
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Firm
Ensign Advisory Partners LLC
Location
Gilbert, AZ 85297
Credentials
Series 66
Industry experience
8 years
Joshua Kehm is a Series 66-licensed financial advisor with eight years of industry experience. He is currently a partner at Ensign Advisory Partners LLC and Ensign Partners, with prior roles at OneAmerica Securities, J.W. Cole Advisors, and Gaylor Active Money Management. Kehm is also an independent insurance agent and serves as a director of the Ensign Partners Foundation, in addition to participating on the finance committee of the Gilbert Chamber of Commerce. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, written investment policy statements, and referrals to third-party managers and TAMP platforms. The firm combines fundamental analysis and modern portfolio theory to build diversified, long-term portfolios and integrates a marketing and advice network that supports business-owner clients with tax, accounting, insurance, and legal resources.
Based on Ensign Advisory Partners LLC
Financial planning fees range from $2,500 to $7,500, negotiable based on complexity.
$0 - $500,000: 1.30% $500,000 - $1,000,000: 1.20% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Insurance commissions received by representatives for sale of insurance products; commissions vary by product and carrier.
111 E. Rivulon Blvd., Suite 103 B
Gilbert, AZ 85297
Arizona · California · Texas · Utah
Ensign Partners
2023 - Present (3 years)
Ensign Advisory Partners LLC
2023 - Present (3 years)
OneAmerica Securities
2019 - 2023 (4 years)
J.W. Cole Advisors, INC.
2016 - 2019 (3 years)
Gaylor Active Money Management
2013 - 2019 (6 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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