Joseph Docter is a CFA-designated registered investment advisor at Summit Creek Advisors, based in Minneapolis, 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 High Net Worth, Investment Management. Their firm serves 27 clients with $790M 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 $50.0M | 1.00% |
| $50.0M - $100.0M | 0.95% |
| $100M+ | 0.75% |
Schedule is for the Small Cap Growth Strategy. The fee for the SMid Cap Growth product is 0.9% annually. Sub-advisory accounts are typically charged less than 1% (Small Cap) or 0.9% (SMid Cap).
Fee Estimator
Location
120 South Sixth Street, Suite 2200, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Summit Creek Advisors
State Registrations2 states
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