Joseph Brill
Joseph Brill is a registered investment advisor at Knox Avenue Financial CORP., based in St. Paul, MN, 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. Their firm serves 227 clients with $140M 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
There may be an annual account fee of $25.
Fee Estimator
Location
380 St. Peter Street, Suite 742, St. Paul, MN, 55102
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 ActivitiesSells Insurance
Joseph owns rental property in Minnesota since 2009. He is also a consultant, president, treasurer, and board member for the Kappa Sigma Building Association since 2010. Joseph sells fixed life insurance, long-term care insurance, disability insurance, fixed annuities, health insurance, and medical/supplemental insurance through various carriers since 2015.
Employment History
Current Registrations
Knox Avenue Financial CORP.
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
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.