Joseph Trewin
Joseph Trewin is a CFP-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Independence, IA, with 5 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 30,369 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners does not set a firm-wide investment management fee schedule. Instead, your advisor will determine an advisory fee based on the complexity of your portfolio, the services provided, and the platform used.
- The maximum annual advisory fee cannot exceed 3% of your portfolio.
- Depending on the account type (such as Pershing UPlan or third-party custodian accounts), there may be additional administration or program fees ranging from 0.05% to 0.19% per year, or flat monthly fees (such as $8 per month for certain custodian accounts).
- Your advisor will discuss and agree upon the specific fee structure with you before managing your investments.
Location
231 First St E, Independence, IA, 50644
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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 ActivitiesSells Insurance
Joseph owns Trewin Tax Service LLC, offering tax preparation, accounting, and bookkeeping services since 2022. He is also an insurance agent selling non-variable insurance and an Associate Vice President for marketing purposes, both since 2022, and a notary public since 2011.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Equitrust Marketing Services, 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.
Exams
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