Joshua Betts is a CFA, CFP-designated registered investment advisor at Aletheian Wealth Advisors LLC, based in Bellevue, WA, with 13 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, High Net Worth, Investment Management, and 1 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 to maintain a high liquidity profile for a flat rate of 0.25%, with a minimum account value of $1,000,000.
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.
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
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.Broker
Charles Schwab & CO., INC.
Windhaven Investment Management, INC.
Claymore Securities, INC.Broker
A I M Distributors, INC.Broker
Alps Distributors, INC.Broker
State Registrations1 state
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