Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Torrey Hohlfelder is an investment advisor representative at Captrust. Joshua Torrey Hohlfelder is registered with the state of Massachusetts and holds a Series 65 license. Joshua Torrey Hohlfelder has been in the industry since September 2014. Joshua Torrey Hohlfelder has worked at Corrigan Financial Inc., RINET Company, LLC, and CapFinancial Partners, LLC (CAPTRUST). Joshua Torrey Hohlfelder holds the Certified Financial Planner and Personal Financial Specialist designations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
01/25/2022 - Present
Captrust (Boston MA)
IA
Issued 01/31/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Joshua Hohlfelder is the right advisor for you? Invested Better is here to help.
