Joshua Mangoubi
Considerate Capital · Northbrook, Illinois
Joshua Mangoubi is a fee-only financial advisor at Considerate Capital in Northbrook, Illinois, who holds the CFA credential. Joshua charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed and typically works with clients with $2,000,000 or more) and focuses on retirement planning, tax planning and retirement with concentrated positions.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Considerate Capital |
|---|---|
| Based in | Northbrook, Illinois |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $2,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $8.7M across 16 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL · CRD 5092476 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.consideratecapital.com |
| Profile |
How Joshua's firm compares
- Considerate Capital's average account is about $545,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Joshua
Is Joshua Mangoubi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Considerate Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua charges a percentage of assets and an ongoing planning fee.
How much does Joshua charge?
According to Considerate Capital's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $2,000,000 or more.
Does Joshua work with clients virtually?
Yes. Considerate Capital says on its website that it works with clients remotely.
Where is Joshua Mangoubi based?
Joshua Mangoubi is based in Northbrook, Illinois.
What does Joshua specialize in?
Joshua's specialties include retirement planning, tax planning and retirement with concentrated positions. Joshua works with retirees and pre-retirees.
What credentials does Joshua Mangoubi hold?
Joshua Mangoubi holds the CFA credential.
Is Joshua Mangoubi registered with the SEC?
Yes. Joshua Mangoubi is registered as an investment adviser representative in IL (CRD 5092476), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Considerate Capital manage?
Considerate Capital reports $8.7M across 16 accounts in assets under management.
How do I contact Joshua Mangoubi?
Through Joshua's website, www.consideratecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Considerate Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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