Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management and comprehensive portfolio management will not exceed 1.50% annually, billed quarterly in advance. Financial planning and consulting are charged hourly (up to $1000/hour) or as a flat fee (up to $250,000). Portfolio monitoring fees will not exceed 1.00% annually, billed quarterly in advance. The subscription model fee is $49.99 per month. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
7221 Plaza Court, Lincoln, NE, 68516
Get directionsRegulatory 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
Joshua co-owns an office building leased to Plan A Wealth Management, spending a few hours per week on this. He also dedicates full-time hours to Plan A Wealth Management, an RIA, and minimal time to Kingdom 411 Properties, LLC, which owns the office building. Finally, he acts as a Durable/Financial Power of Attorney for his aunt, spending no time on this unless needed.