Joshua Coughran
Joshua Coughran is a registered investment advisor at Titan Retirement Advisors LLC, based in Fulshear, TX, with 14 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 383 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range between 0.50% and 2.00% based on factors such as client type, account complexity, asset composition, and total portfolio size. Fees are negotiable.
Fee Estimator
Location
5757 Flewellen Oaks Ln, Ste 601, Fulshear, TX, 77441
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua is a real estate broker through Coughran Commercial, Inc. since 2004, dedicating about a quarter of his time to managing commercial and residential real estate. Joshua is also a licensed life insurance agent since 2020, spending a few hours per week on this activity.
Employment History
Current Registrations
Titan Retirement Advisors LLC
Previous Registrations
Coughran Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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