Joshua Betts is a CFA, CFP-designated registered investment advisor at Aletheian Wealth Advisors LLC, based in Bellevue, WA, with 11 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 137 clients with $410M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Treasury Management is offered for a flat rate of 0.25% with a $1,000,000 minimum account value.
Fee Estimator
Location
777 108th Ave Ne, Suite 2250, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
The provided text does not describe any outside business activities for Joshua. It mentions increased shareholder dividend distributions.
Employment History
Current Registrations
Aletheian Wealth Advisors LLC
Previous Registrations
Cornerstone Advisors INC
Charles Schwab & CO., INC.
Windhaven Investment Management, INC.
State Registrations1 state
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Exams
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