Joseph Desteiger is a CFP-designated registered investment advisor at Gunder Wealth Management, LLC, based in Birmingham, MI, with 12 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 111 clients with $140M 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 $750K | 1.00% |
| $750K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. For clients with fewer than $750,000 in assets under management, investment advisory and financial planning services will be provided at a fixed quarterly fee of $1,875 per quarter. For clients with assets under management exceeding $8,000,000, investment advisory and financial planning services will be provided at a fixed quarterly fee of $10,000 ($40,000 annually).
Fee Estimator
Location
Birmingham, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gunder Wealth Management, LLC
Previous Registrations
Mcfawn Financial Services Group LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations3 states
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