Joseph Lunn is a registered investment advisor at Edelman Financial Engines, based in Northville, MI, with 25 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
39775 Traditions Drive, Suite D-800, Northville, MI, 48168
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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 →Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Essex National Securities, LLCBroker
Cco Investment Services CORP.Broker
Natcity Investments, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Allstate Financial Services, LLCBroker
Banc One Capital Markets, INC.Broker
Banc One Securities CorporationBroker
Independence One Brokerage Services, INC.Broker
Independence One Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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