JS
CFP
JS
CFP
Joseph Sanchez
11 Years of Experience
Brea, CA
1 Disclosure
Joseph Sanchez is a CFP-designated registered investment advisor at Pure Financial Advisors, LLC, based in Brea, CA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7,509 clients with $11B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
7,509 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$11.1B
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.60% |
| $350K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
For client relationships exceeding $10 million, advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3040 Saturn St, Suite #100, Brea, CA, 92821
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2016Settled
Employment History
Current Registrations
Pure Financial Advisors, LLC
September 2021 - Present · 4 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - September 2021 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - September 2021 · 4 yrs 1 mo
AXA Advisors, LLC
June 2014 - August 2017 · 3 yrs 2 mos
AXA Advisors, LLCBroker
April 2014 - August 2017 · 3 yrs 4 mos
State Registrations2 states
CATX
Advisor
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
No exam information available for this advisor.