Joshua Strouse
Advisor at Signature Equity Partners, 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.
Advisor at Signature Equity Partners, 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.
Location
Mount Vernon, OH 43050
Credentials
Series 63, Series 65
Industry experience
19 years
Joshua Strouse is an investment advisor representative at Signature Equity Partners, LLC with 19 years of industry experience. He previously worked at Cambridge Investment Research Advisors Inc. and Osaic Wealth, Inc. Strouse is a minority owner in an accounting firm and also serves as a notary public. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates using various model portfolio solutions.
Based on Signature Equity Partners, LLC
Based on Signature Equity Partners, LLC
Fixed fees for financial planning and consulting services, typically $500-$10,000.
Typically ranging between 0.25% - 1.75% annually (may vary outside this range based on complexity, size of account, services, and other factors)
Hourly fees typically ranging from $50 to $300 per hour for financial planning and consulting services.
Fee-only: Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services.
103 South Main Street
Mount Vernon, OH 43050
Ohio
Signature Equity Partners, LLC
2023 - Present (3 years)
OSAIC
2023 - Present (3 years)
Cambridge Investment Research Advisors Inc
2015 - 2023 (8 years)
Cambridge Investment Research Inc
2015 - 2023 (8 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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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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