Joshua Hargrove
Joshua Hargrove is a CFP-designated registered investment advisor at Insight Wealth Partners, based in Plano, TX, with 13 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 905 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.65% |
| $6M+ | 0.50% |
Schedule is for Traditional Portfolio Management. Synthetic Equity Portfolio Management has a different schedule: $0-$300K: 1.95%, $300,001-$1M: 1.75%, $1,000,001-$2M: 1.50%, $2,000,001-$3M: 1.25%, $3,000,001-$5M: 1.00%, $5,000,001-$10M: 0.75%, Over $10M: 0.50%. If insurance/annuity products are recommended and a commission is received, no advisory fees will be charged on those assets.
Fee Estimator
Location
3333 Premier Drive, Suite 800, Plano, TX, 75023
Get directionsHistory
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 may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns Torque Rentals, LLC, providing short-term vehicle rentals, dedicating about 10% of his time to managing listings, vehicle prep, and customer service. Additionally, Joshua is the Booster Club President for Lucas Christian Academy, spending a few hours per week running meetings and leading operations.
Employment History
Current Registrations
Insight Wealth Partners
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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