Joshua Driskill
Joshua Driskill is a registered investment advisor at Foundations Investment Advisors LLC, based in Southlake, TX, with 2 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, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B 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% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
550 Reserve St, Suite 190, Southlake, TX, 76092
Get directionsHistory
Regulatory History (1)
Financial
December 2017Other Business ActivitiesSells Insurance
Joshua is involved with WilLo Financial Group LLC, focusing on fixed insurance and fixed annuity sales, taking about half of his time. He also works with Rolin Insurance Services LLC selling life and health insurance, dedicating about 10-20% of his time.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Sound Income Strategies, LLC
State Registrations2 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.