Joshua
Baxa
Permcap Investment Office
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About this Advisor
Joshua Baxa is a financial advisor based in Charleston, South Carolina, working with Permcap Investment Office. Joshua has previously held positions at Publix, Forest Lakes Club, Gild Group, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Permanens Capital L.P. Joshua has passed the Series 65 regulatory exam and is registered to provide services in New York and South Carolina. Currently, Joshua is part of Permcap Investment Office, which operates out of Charleston, South Carolina. The firm has 1 office and 16 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Permcap Investment Office includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Permcap Investment Office Brokerage Details
$4,462,882,442
16
42
$106,259,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Joshua Baxa Work History
Permanens Capital L.P
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Forest Lakes Club
Gild Group
Publix
Publix
Disclosures
Please visit the SEC profile of Joshua Baxa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Permcap Investment Office
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
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