Joseph Turner
Joseph Turner is a registered investment advisor at Ministry Partners Securities, LLC, based in Brea, CA, with 32 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 115 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPS refers clients to third-party money managers for investment management. The annual fee for these programs ranges from 1.00% to 2.20% of the total value of assets in your account. MPS receives a portion of this fee from the third-party money manager. Fees are negotiable based on the account value, asset types, financial situation, and trading activity.
Specific fee arrangements vary depending on the third-party money manager:
- Camelot Portfolios: Maximum annual fee of 1.50%, with MPS receiving up to 0.67% of the total annual fee.
- AssetMark: Maximum total annual fee of 2.20%, including both advisory and platform fees. MPS may receive up to 1% of the annual fee, in addition to AssetMark's platform fee (0.00% - 1.20%).
- Harvest Investment: Total annual fee varies based on account assets, with MPS receiving a maximum of 1% of the total annual fee.
Location
One Pointe Dr, Suite 205, Brea, CA, 92821
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2021Other Business Activities
Joseph serves on the board of directors for Christian Care Ministry and the Health Care Sharing Ministries Alliance board. These non-investment related activities involve business operations, strategic planning, and risk management, taking a few hours per week.
Employment History
Current Registrations
Ministry Partners Securities, LLC
Ministry Partners Securities, LLCBroker
Previous Registrations
Strongtower Financial, INC.Broker
Strongtower Financial, INC.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations23 states
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.