Joseph Deziel is a registered investment advisor at Trustmerit Capital, based in Eden Prairie, MN, 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. Their firm serves 26 clients with $23M 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 | 1.65% |
| $250K - $750K | 1.50% |
| $750K - $1.5M | 1.35% |
| $1.5M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
6640 Shady Oak Road, Suite 250B, Eden Prairie, MN, 55344
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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
Trustmerit Capital
Previous Registrations
Eden Prairie Capital Management and Consulting LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
Edward Jones
Edward JonesBroker
Nepsis Capital Management, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Pruco Securities, LLC.Broker
Waddell & Reed
Waddell & Reed, INC.Broker
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
State Registrations1 state
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.