Joshua Crowe
Joshua Crowe is a registered investment advisor at Sunpath Financial, based in Newport Beach, CA, with 8 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 42 clients with $3.4M 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 - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fee is based on a blended tier.
Fee Estimator
Location
100 Bayview Circle, Suite 100, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2007Other Business ActivitiesSells Insurance
Since 2016, Joshua has been a licensed insurance agent with Sunpath Financial & Insurance Agency, offering fixed insurance and annuity products. This activity takes about half of Joshua's time.
Employment History
Current Registrations
Sunpath Financial
Previous Registrations
Interactive Financial Advisors
Prudential Financial Planning Services
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.