Josh Arnold Investment Consultant, LLC

Josh Arnold Investment Consultant, LLC, founded in 2012 by Joshua Arnold, is a fee-based financial planning and investment management firm specializing in asset management services and financial planning consultations. The firm does not sell annuities or insurance products and does not act as a custodian of client assets. Clients receive personalized services tailored to their goals and objectives, with the option for discretionary or non-discretionary asset management. Investment strategies are based on individual goals, time horizons, objectives, and risk tolerance. The firm charges fees based on a percentage of assets under management, with hourly fees for financial planning. Clients have the flexibility to impose restrictions on investments. JAIC does not sponsor wrap fee programs and had assets under management of $150,057,000 as of December 31, 2024. The firm uses fundamental and technical analysis for security evaluation, with a focus on risk management. Clients receive quarterly account reviews and statements, and the firm does not receive external compensation for securities sales. Joshua Arnold, the sole owner, upholds a Code of Ethics ensuring client interests are prioritized. The firm does not engage in proprietary trading and does not have any material financial interests in client securities. Clients are encouraged to vote their proxies, and the firm does not vote on their behalf. Joshua Arnold, with extensive industry experience, oversees all aspects of the firm's operations and client services.