Joseph Reeves
Joseph Reeves is a registered investment advisor at Trj Wealth Management, INC., based in Lincoln, NE, with 37 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 18 clients with $2.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TRJ Wealth Management charges an investment advisory fee ranging from 1.25% to 1.50% of your portfolio's value per year, depending on the size and complexity of your account. More complex relationships may be charged a higher fee, not to exceed 3%. Fees may be negotiable.
Location
Lincoln, NE
Get directionsHistory
Regulatory History (1)
Criminal
April 1976Other Business Activities
Joseph assists his son with Q-Wellness LLC, a relaxation therapy wellness facility, spending about 10-20% of his time stocking, cleaning, and selling products and sessions.
Employment History
Current Registrations
Trj Wealth Management, INC.
Previous Registrations
First Allied Securities, INC.Broker
Kirkpatrick, Pettis, Smith, Polian INC.Broker
First Lincoln Investments, INC.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.