Joel Grimm
Joel Grimm is a registered investment advisor at Pathway Financial Advisers, LLC, based in Auburn, IN, with 12 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 766 clients with $440M 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 | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.20% |
Fees may be negotiable. At account inception or large infusion of capital: Hourly Fee $150 for due diligence, portfolio design/implementation, account setup, and managing transfers.
Fee Estimator
Location
4571 County Road 35, Auburn, IN, 46706
Get directionsHistory
Regulatory History (1)
Criminal
December 1984Other Business Activities
Joel is an owner of Financial Building, LLC and manages the real estate property, dedicating a few hours per week to this activity. Joel also owns JG Legacy Properties LLC, another real estate property business, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Pathway Financial Advisers, 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.