Joshua Driskill
Joshua Driskill is a registered investment advisor at Foundations Investment Advisors LLC, based in Purcell, OK, 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 Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B 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% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
Purcell, OK
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.
Exams
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