Bringing financial clarity, peace, and joy to individuals and families.
Wealth Management
An academic investment approach, thoughtfully designed around you.
Investment management, customized and integrated with your tax, estate, and insurance plan.
Focused on helping you achieve or maintain financial independence and feel secure and fulfilled.
Fees:
Assets up to $1,000,000: 0.80%
Assets above $1,000,000, up to $10,000,000: 0.40%
Assets above $10,000,000: 0.20%
For $2 million under management, the fee would be $1 million x 0.80% + $1 million x 0.40% = $12,000/year.
Josh Andrews, CFP®
Founder & Wealth Advisor
Josh founded Thistle Wealth Management after a decade in the wealth management industry. He spent more than six years at one of the premier fee-only firms in the country where he advised individuals, families, and foundations. Josh served on the investment committee to oversee the firm’s $2.5 billion of assets under management.
Josh’s passion is helping people understand their financial situation and guiding them towards their goals.
Josh is a CERTIFIED FINANCIAL PLANNER®. He graduated from Samford University with a Master of Business Administration and Florida State University with a Bachelor of Science in Economics.