Joseph Roosevans
Joseph Roosevans is a CFP, ChFC-designated registered investment advisor at Fra Wealth Management LLC, based in O'Fallon, IL, with 10 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, Investment Management, and 1 more. Their firm serves 910 clients with $110M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable and can be discounted at the household or account level.
Fee Estimator
Location
805 W. Hwy 50 Ste. B, O'Fallon, IL, 62269
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2025Civil
January 2025Customer Dispute
November 2024Civil
November 2024Other Business ActivitiesSells Insurance
Joseph is the President of Financial Resources of America, an insurance agency, since 1986, dedicating nearly full-time hours to overseeing operations and selling insurance. He is also the President of FRA Trust, LLC, an estate planning and trust representative office, since 2015, dedicating a few hours per week to overseeing operations.
Employment History
Current Registrations
Fra Wealth Management LLC
Previous Registrations
Global Financial Private Capital, LLC
State Registrations4 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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