Joseph Rapacki is a PFS-designated registered investment advisor at 360 Financial, based in Edina, MN, with 12 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, High Net Worth, and 5 more. Their firm serves 1,206 clients with $700M 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 $200K | 1.60% |
| $200K - $750K | 1.50% |
| $750K - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $21.0M | 0.65% |
| $21.0M - $35.0M | 0.50% |
| $35.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
Fees are generally negotiable and household totals are taken into account when determining the fee rate.
Fee Estimator
Location
6800 France Ave S., Suite 120, Edina, MN, 55435
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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 an owner, CPA, and president at Rapacki & Co, PA CPAs since 2000. This practice takes up about three-quarters of Joseph's time.
Employment History
Current Registrations
360 Financial
Previous Registrations
Fidere Advisors
Boulevard
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.
Exams
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