Joseph Garea is a registered investment advisor at Detalus Advisors, LLC, based in St. Louis, MO, with 27 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. Their firm serves 646 clients with $930M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
383 Marshall Ave, St. Louis, MO, 63119
Get directionsHistory
Regulatory History (1)
Regulatory
December 2003Other Business Activities
Joseph is a member of the board of managers of KTRS Radio, managing member of Manchester Partners and Manchester Holdings, and a member of the board of managers of Boulevard Specialty Lending. These businesses do not provide investment-related services.
Employment History
Current Registrations
Detalus Advisors, LLC
Previous Registrations
Detalus Institutional, LLC
Detalus Securities, LLCBroker
D.R. Hancock & Company, 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.