Joshua Cheatle is a registered investment advisor at Smart Wealth, LLC, based in Omaha, NE, with 14 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 891 clients with $450M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
17 advisors
Number of Clients
891 clients
Average Client Portfolio
$503K average
Assets Under Management
$448.4M
Fee Structure
Investment management only (planning not offered)
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% |
Fees may be modified lower.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
13815 Fnb Parkway, Suite 400, Omaha, NE, 68154
Get directionsHistory
Regulatory History (1)
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Criminal
February 2004Final Disposition
Employment History
Current Registrations
Smart Wealth, LLC
December 2024 - Present · 1 yr 4 mos
Previous Registrations
LPL Enterprise, LLC
November 2024 - December 2024 · 1 mo
LPL Enterprise, LLCBroker
November 2024 - December 2024 · 1 mo
Prudential Financial Planning Services
August 2015 - November 2024 · 9 yrs 3 mos
Pruco Securities, LLC.Broker
July 2014 - November 2024 · 10 yrs 4 mos
Fbl Marketing Services, LLCBroker
January 2013 - June 2014 · 1 yr 5 mos
MML Investors Services, LLCBroker
May 2011 - January 2013 · 1 yr 8 mos
State Registrations1 state
NE
Advisor
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
No exam information available for this advisor.