Joshua Coury is a CFA-designated registered investment advisor at Tolleson Private Wealth Management, based in Dallas, TX, with 12 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 222 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tolleson Private Wealth Management charges a fee based on the value of your assets for financial advisory services, ranging from 0.40% to 1.00% per year, paid monthly or quarterly. They also offer discretionary fixed income portfolio management for 0.20% per year, paid monthly or quarterly. Fees are negotiable and may vary based on your situation, relationship size, and the complexity of your financial plan. If a third-party investment manager is used, an additional fee of 0.25% per year may apply.
Location
5500 Preston Road, Suite 250, Dallas, TX, 75205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is a board member and member of the Finance and Governance Committee for Communities in Schools of Greater Tarrant County. He dedicates minimal time to this volunteer position, which involves overseeing the budget and developing financial goals for the organization.
Employment History
Current Registrations
Tolleson Private Wealth Management
State Registrations1 state
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