Josh Arnold Investment Consultant, LLC

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Client assets under management

$142,137,000

Clients

256

20% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

128

Very High

Average account size

$555,223

About

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.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies

Fee options

Percentage

$0 - $150,000: 2.5% annually $150,001 - $1,000,000: 2.00% annually $1,000,001+: 1.50% annually

Project-based

$250 per hour for financial planning and consulting services.

Main office location

Josh Arnold Investment Consultant, LLC

6800 France Avenue South,, #325

Edina MN 55435, United States

Number of offices

Most active in

Arizona · Florida · Minnesota · Texas

Disclosures

Business activities & affiliations

Is not 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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 952-925-5608

Advisors at this firm

Judd A

Series 63, Series 66

Edina, MN

Josh Arnold Investment Consultant, LLC

Judd Arnold is a financial advisor with Josh Arnold Investment Consultant, LLC in Edina, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. He currently serves as Director of Research at Pilgrim Advisors. His prior experience includes roles at Lake Cornelia Research Management, Inc. and Neuberger Berman BD LLC. Josh Arnold Investment Consultant, LLC provides fee-based financial planning and investment supervisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning. The firm’s portfolio construction incorporates fundamental, technical, and cyclical analysis, and it employs option strategies and margin as part of its managed accounts.

Options & derivatives strategies

Joshua A

Series 63, Series 65

Edina, MN

Josh Arnold Investment Consultant, LLC

Joshua Arnold is a financial advisor with Josh Arnold Investment Consultant, LLC, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He previously worked at AOS, Inc DBA MoneyBlock from 2012 to 2016. Arnold hosts "Mr. Money Talk" on 1500 ESPN AM Radio without compensation. Josh Arnold Investment Consultant, LLC provides fee-based financial planning and investment supervisory services primarily to individual and high-net-worth clients. The firm offers both discretionary and non-discretionary portfolio management and incorporates fundamental, technical, and cyclical analysis in portfolio construction, including the use of option strategies and margin.

Options & derivatives strategies

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