Joshi Capital Management, LLC fees
Financial planner in Cumming, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 15, 2026, Joshi Capital Management, LLC (Cumming, GA) charges $150 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change.
- Hourly rate
- $150/hr
Below the Georgia median of $276; 3% of the 93 other planners in Georgia that publish an hourly rate charge less. 1 of the 4 other planners in Cumming charges less.
“Financial planning services and consultation are based on an hourly fee at a rate of $150 per hour, priced according to the degree of complexity associated with the client’s situation.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2019 (7 years)
How Joshi Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in arrears and if the client terminates before quarter end, fees may be prorated.”
- “Separately Managed Account fees are charged quarterly, in arrears.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
About Joshi Capital Management, LLC
“JCM’s current business activities consist of providing financial planning services and investment advisory services utilizing its investment strategy, including providing discretionary investment management services to individuals and entities through separately managed accounts.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, a percentage of assets under management, and performance based fees
- Clients
- 59
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $14.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 15, 2026
- CRD number
- 305116 (opens in new tab)
- Phone
- (678) 644-7173
Registered in 3 states: California, Georgia, Texas
Other planners in Cumming that publish fees
- Chattahoochee WealthCummingFlat $3,000-$15,000, Annual $3,000-$23,000/yr
- FinAcura Advisory LLCCummingHourly $150/hr
- Mason Wealth StrategiesCummingHourly $200/hr
- Financial Consultants Group IncCummingFlat $2,500-$10,000
- TrufpCummingHourly $175-$250/hr, Flat $1,000-$20,000
- Omega Advisory LLCCummingHourly $120/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.