Joseph Sessions is a CFP-designated registered investment advisor at The Planning Center, INC., based in St. Louis Park, MN, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 923 clients with $1.2B in assets under management.
Compensation
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Fee Structure
The Planning Center's Capstone Wealth Program™ charges an annual fee based on a percentage of your net worth and adjusted gross income. The fee is determined when you sign an agreement and won't change if your net worth or income fluctuates. Fees are payable quarterly in advance and rounded to the nearest $250. There is a $7,500 minimum annual fee.
Location
1650 West End Boulevard, St. Louis Park, MN, 55416
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Planning Center, INC.
State Registrations2 states
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