Treshon Ingram is a registered investment advisor at Smart Wealth, LLC, based in Omaha, NE, with 5 years of industry experience. Treshon 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
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% |
Fees may be modified lower.
Fee Estimator
Location
13815 Fnb Parkway, Suite 400, Omaha, NE, 68154
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
Treshon is an insurance agent for Lifetime Planning Marketing, Inc., an insurance field marketing association, since 2020. He dedicates a few hours per week to insurance and annuity sales.
Employment History
Current Registrations
Smart Wealth, LLC
Previous Registrations
Liberty Wealth Management, LLC
State Registrations1 state
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