Joshua Materne
Joshua Materne is a registered investment advisor at Ideology Wealth Advisors, LLC, based in Dallas, TX, with 7 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, High Net Worth, Investment Management, Medical Professionals, and 2 more. Their firm serves 71 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
8150 N Central Expy, 10th Floor, Dallas, TX, 75206
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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 ActivitiesSells Insurance
Joshua is the Owner and President of Ideology Financial, LLC and an Officer of Materne Wealth Strategies, both involved in insurance products and retirement planning, dedicating about a quarter of his time to each. He also owns Materne Law, PLLC, advising clients on estate planning and legal matters, and manages Ideology Real Estate Fund I LLC.
Employment History
Current Registrations
Ideology Wealth Advisors, LLC
State Registrations2 states
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