Joseph Woelfle
Joseph Woelfle is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Mequon, WI, with 15 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 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
1714 W Mequon Rd, Mequon, WI, 53092
Get directionsHistory
Regulatory History (1)
Regulatory
July 2010Other Business ActivitiesSells Insurance
Joseph is a board member for the Town of Delafield and owns a condo in Milwaukee that he leases long-term. He also owns Joe Woelfle Insurance Agency, an insurance agency affiliated with State Farm, where he services customers and supervises employees, dedicating about half his time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
AXA Advisors, LLCBroker
State Registrations7 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.