Joseph Grochowski is a CFP, ChFC-designated registered investment advisor at Vector Wealth Management, based in Minneapolis, MN, with 21 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 844 clients with $1.5B 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 $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fee schedule is for new clients who retain Vector after March 31, 2019. Clients receiving multiple services such as asset management, investment coaching, and/or financial planning services can be charged a fixed fee at Vector's discretion.
Fee Estimator
Location
43 Main Street Se, Suite 236, Minneapolis, MN, 55414
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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
Joseph is a registered representative with Purshe Kaplan Sterling Investments since 2013. He also sells fixed insurance products.
Employment History
Current Registrations
Vector Wealth Management
Previous Registrations
Vector Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Fintegra, LLCBroker
Piper Jaffray & CO.Broker
State Registrations1 state
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.