Joseph Guenther
Joseph Guenther is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Hood River, OR, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1313 Belmont Ave., Hood River, OR, 97031
Get directionsHistory
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 involved in several businesses, including a laundromat, rental properties, a storage unit facility, a family pear orchard, an adult softball league, a land holding company, and family-owned land holding companies. He also works full-time at Crown Point Wealth Advisors.
Employment History
Current Registrations
Private Client Services, LLCBroker
Crown Point Wealth Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Edward Jones
Edward JonesBroker
MML Investors Services, INC.Broker
State Registrations6 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.