Joseph Docter is a CFA-designated registered investment advisor at Summit Creek Advisors, based in Minneapolis, MN, with 13 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 $650M 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% |
Rates shown are for the Small Cap Growth strategy. The SMid Cap Growth strategy charges a flat 0.9% annual fee. Fees for sub-advisory accounts are typically lower and negotiable.
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.
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
Summit Creek Advisors
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.
Exams
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