Joseph Zinsel is a registered investment advisor at Open Source Investments, LLC, based in Mandeville, LA, with 16 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, Retirement Planning. Their firm serves 239 clients with $130M 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 $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Rates shown are for the Allocation and Managed Funds program. The OASIS Program has higher rates: 1.95% on the first $250,000, 1.80% on the next $250,000, and 1.70% on amounts over $500,000. Fees are negotiable in some circumstances.
Fee Estimator
Location
Mandeville, LA
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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 →Other Business Activities
Joseph is a managing member of ZFT LLC, a real estate holding company, since 2001, dedicating minimal time to collecting rent and managing property. He is also a managing partner of Mile End Capital Management LLC since 2004, spending a few hours per week collecting trustee fees.
Employment History
Current Registrations
Open Source Investments, LLC
Previous Registrations
Financial Engines Advisors L.L.C.
Financial Engines Advisor Center, LLC
The Mutual Fund Store
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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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