Joshua Cross
Joshua Cross is a registered investment advisor at Arete Wealth Advisors, LLC, based in West Des Moines, IA, with 22 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,426 clients with $2.7B 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 $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.
Fee Estimator
Location
160 S 68th Street, Suite 1204, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Joshua is the President of Silvercap Wealth Management and an independent insurance agent. He is also a partner in Silvercap Tax Services LLC, Dos Amigos LLC (rental house), and Geronimo Holdings LLC (vehicle restoration), dedicating minimal time to Dos Amigos and a few hours per week to Geronimo Holdings.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
Dewaay Capital Management
Dewaay Financial Network, LLCBroker
LPL Financial LLCBroker
Scout Wealth Management, INC.
Dewaay Financial Network, LLCBroker
Dewaay Capital Management
Vsr Financial Services, INC.Broker
Mwa Financial Services, INC.Broker
State Registrations3 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.