Joseph Desteiger is a CFP-designated registered investment advisor at Gunder Wealth Management, LLC, based in Birmingham, MI, with 12 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 111 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 $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable and paid quarterly in advance. Clients with under $750,000 pay a fixed quarterly fee of $1,875, and clients with over $8,000,000 pay a fixed quarterly fee of $10,000.
Fee Estimator
Location
Birmingham, MI
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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 →Employment History
Current Registrations
Gunder Wealth Management, LLC
Previous Registrations
Mcfawn Financial Services Group LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations3 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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