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Joseph Turner

Ministry Partners Securities, LLC
32 Years of Experience
Brea, CA
1 DisclosureBroker
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Joseph Turner is a registered investment advisor at Ministry Partners Securities, LLC, based in Brea, CA, with 32 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 132 clients with $25M in assets under management.

Ministry Partners Securities, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
132 clients
Average Client Portfolio
$192K average
Assets Under Management
$25.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.90%
$50K - $100K1.75%
$100K - $250K1.65%
$250K - $750K1.65%
$750K+1.60%

Schedule reflects Harvest Investment Services program rates. Other third-party managers charge maximum annual fees up to 1.50% (Camelot) or 2.20% (AssetMark). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Pointe Dr, Suite 205, Brea, CA, 92821

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2021
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joseph serves on the board of directors for Christian Care Ministry and the Health Care Sharing Ministries Alliance board. These non-investment related activities involve business operations, strategic planning, and risk management, taking a few hours per week.

Employment History
Current Registrations
Ministry Partners Securities, LLC
July 2013 - Present · 13 yrs 3 mos
Ministry Partners Securities, LLCBroker
February 2013 - Present · 13 yrs 8 mos
Previous Registrations
Strongtower Financial, INC.Broker
February 2007 - June 2011 · 4 yrs 4 mos
Strongtower Financial, INC.
February 2007 - June 2011 · 4 yrs 4 mos
Princor Financial Services Corporation
February 2000 - October 2005 · 5 yrs 8 mos
Princor Financial Services CorporationBroker
November 1997 - October 2005 · 7 yrs 11 mos
Pruco Securities CorporationBroker
September 1990 - June 1997 · 6 yrs 9 mos
The Prudential Insurance Company of AmericaBroker
September 1990 - December 1993 · 3 yrs 3 mos
State Registrations23 states
AZCACOFLGAIDILINKSKYMAMNMONVNYOHORPARISCTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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