Joshua Renfro
Joshua Renfro is a registered investment advisor at LPL Financial LLC, based in Austin, TX, with 14 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
7500 Rialto Blvd Ste 230 Bldg, 1, Austin, TX, 78735
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Joshua operates The Fox Alliance as a DBA for his LPL business, dedicating nearly full-time hours to it. He also engages in non-variable insurance activities, tax preparation, owns Renfro Capital Management, TECH LOFT LLC, Fox Mortgage Services, and Renfro Capital Partners, allocating varying amounts of time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Wcm Global Wealth, LLC
State Registrations23 states
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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