Joseph Oettel
Joseph Oettel is a CFP-designated registered investment advisor at Lighthouse Financial & Consulting Services, LLC, based in Springfield, IL, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 202 clients with $16M 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 $1.0M | 1.20% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $3.0M | 0.96% |
| $3.0M - $4.0M | 0.84% |
| $4.0M - $5.0M | 0.72% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
1300 S. Eighth St.,, Springfield, IL, 62703
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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 Integrity Properties, LLC, an investment company, since 2003. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Lighthouse Financial & Consulting Services, LLC
State Registrations2 states
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