Joseph David Garea

Detalus Advisors, LLC

26 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment Management

Detalus Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

646 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$928.4M

Fee Structure

Minimum Investment:$2.5K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	0.01%

Adviser may waive or reduce the Program Fee for certain clients.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

383 Marshall Ave, St. Louis, MO, 63119

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History

Regulatory History (1)

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Regulatory

December 2003

Final

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Other Business Activities

Joseph is a member of the board of managers of KTRS Radio, managing member of Manchester Partners and Manchester Holdings, and a member of the board of managers of Boulevard Specialty Lending. These businesses do not provide investment-related services.

Employment History

Current Registrations

Detalus Advisors, LLC

June 2003 - Present · 22 yrs 8 mos

Previous Registrations

Detalus Institutional, LLC

May 2009 - March 2016 · 6 yrs 10 mos

Detalus Securities, LLCBroker

April 2000 - October 2020 · 20 yrs 6 mos

D.R. Hancock & Company, INC.Broker

January 1999 - May 2000 · 1 yr 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.