Joshua Crawford is a registered investment advisor at Integrity Advisory Solutions, based in Dallas, TX, with 7 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
1445 Ross Ave Fl 55, Dallas, TX, 75202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is an attorney and managing partner at Kulas & Crawford, providing legal and planning services. He also works as an IAR providing wealth management services through American Academy Wealth and provides legal advice through American Academy of Estate Planning Attorneys. Joshua is also a 50% owner of Trusted Attorney Advisors, PLLC, which is a partnership LLC to receive advisory fee commissions.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
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.