Joshua Cheatle is a registered investment advisor at Smart Wealth, LLC, based in Omaha, NE, with 15 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,012 clients with $690M 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 $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.70% |
Households with less than $133,334 in assets under management are subject to a minimum annual fee of $2,000. Fee breakpoints and rates are a suggestion and may be modified lower.
Fee Estimator
Location
13815 Fnb Parkway, Suite 400, Omaha, NE, 68154
Get directionsHistory
Regulatory History (1)
Criminal
February 2004Employment History
Current Registrations
Smart Wealth, LLC
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Fbl Marketing Services, LLCBroker
MML Investors Services, LLCBroker
State Registrations1 state
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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