Joshua Hovda
Joshua Hovda is a CFP-designated registered investment advisor at Lakeridge Wealth Management LLC, based in Albuquerque, NM, 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,068 clients with $700M 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 $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for assets over $5,000,000.
Fee Estimator
Location
6100 Uptown Blvd NE, Suite 610C, Albuquerque, NM, 87110
Get directionsHistory
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 ActivitiesSells Insurance
Joshua is involved with several financial firms, including The Doctors Financial Resource, Lakeridge Wealth Management, and Financial Solutions Planning and Investments, dedicating full-time hours to each. He also owns JHOV Financial, LLC for receiving income, spends a few hours per week on fixed insurance sales, and works full-time at Los Alamos National Laboratories.
Employment History
Current Registrations
Lakeridge Wealth Management LLC
Previous Registrations
Private Client Services, LLCBroker
Lakeridge Wealth Management LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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