Joseph Turner
Joseph Turner is a registered investment advisor at Great Waters Financial, based in Shoreview, MN, with 5 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,627 clients with $1.2B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts above $10,000,000. Fee for managing assets allocated to fee-only annuities will be 1.00%.
Fee Estimator
Location
4100 Lexington Ave N, Suite 100, Shoreview, MN, 55126
Get directionsHistory
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 an assistant coach for a youth soccer team, dedicating about 10-20% of his time. He also holds health and life insurance licenses and works as an insurance agent for Great Waters Financial since 2020. Finally, Joseph is a male octet conductor at Calvary Lutheran Church, dedicating minimal time.
Employment History
Current Registrations
Great Waters Financial
Previous Registrations
Advisornet Wealth Management
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations2 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.