Joseph Darpel is a CFP-designated registered investment advisor at Smart Steps Wealth Management LLC, based in St. Louis, MO, with 32 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 278 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smart Steps Wealth Management offers two investment management services:
- Asset Management: The maximum annual fee is 1.75% of your portfolio. The exact fee will be in your advisory agreement.
- Comprehensive Portfolio Management: The maximum annual fee is 2.00% of your portfolio. This includes both investment management and financial planning services. The exact fee will be in your advisory agreement.
Fees are based on the size of your portfolio and the complexity of the services provided. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Fees are negotiable.
Location
3636 S Geyer Road, Suite 100, St. Louis, MO, 63127
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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 Activities
Joseph is the owner and president of Jos F Darpel Investment Co, a support company/DBA, since 2008. He spends minimal time on this business.
Employment History
Current Registrations
Smart Steps Wealth Management LLC
Previous Registrations
Oliver Wealth Management
Hayden Royal
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, 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.