Joseph Opsahl is a registered investment advisor at Defined Wealth Management, LLC, based in Beaverton, OR, with 41 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, Insurance Planning, and 4 more. Their firm serves 154 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Defined Wealth Management charges an annual fee based on the value of your portfolio. The fee is assessed quarterly in advance, based on the prior month-end value. The annual fee ranges from 0.30% to 1.50%. Fees can be structured as a fixed percentage, a tiered schedule, or a linear schedule.
Location
8625 SW Cascade Ave., Suite 410, Beaverton, OR, 97008
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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
Defined Wealth Management, LLC
Previous Registrations
True Private Wealth Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations5 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.