Joseph Anderson is a registered investment advisor at Forest Park Capital LLC, based in O Fallon, MO, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 110 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable. The advisory fee is calculated using the value of assets on the last business day of the prior billing period and paid monthly in advance.
Fee Estimator
Location
4142 Keaton Crossing Blvd Ste 106, O Fallon, MO, 63368
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 the CEO of Profectus Asset Management, LLC, a DBA/LLC for his advisory business, since April 2024. He dedicates minimal time to this activity.
Employment History
Current Registrations
Forest Park Capital LLC
Previous Registrations
Integrity Advisory Solutions
Correct Capital Wealth Management, LLC
Severin Investments LLC
Severin Investments LLC
Severin Investments LLC
Brokers International Financial Services, LLC
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.
Exams
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