Joshua Paletta is a registered investment advisor at Lexaurum Advisors, based in Paola, KS, with 16 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,230 clients with $1.3B 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable on a case-by-case basis. For accounts managed using Pontera, fees will not be below 0.25%.
Fee Estimator
Location
Paola, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joshua is the owner of J.D. Paletta & Associates, LLC, working as a financial advisor and wealth coach, dedicating about a quarter of his time. He also coaches a faith-based wealth coaching course and owns a homestead farm raising sheep and other animals.
Employment History
Current Registrations
Lexaurum Advisors
Previous Registrations
Whitaker-Myers Wealth Managers, LTD.
Almanack Investment Partners
The Huntington Investment CompanyBroker
Huntington Financial Advisors
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
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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