JT
JT

Joseph Tetrault

12 Years of Experience
St Cloud, MN
4 DisclosuresBroker

Joseph Tetrault is a registered investment advisor at Edward Jones, based in St Cloud, MN, with 12 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1545 Northway Dr Ste 110, St Cloud, MN, 56303

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History

Regulatory History (4)
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Financial
July 2024
Final
Financial
October 2021
Final
Financial
November 2018
Final
Financial
May 2018
Final
Employment History
Current Registrations
Edward Jones
October 2014 - Present · 12 yrs
Edward JonesBroker
August 2014 - Present · 12 yrs 2 mos
State Registrations18 states
ARAZCACOFLIAILKSKYMIMNNCNDNYORTXVAWI
AdvisorBrokerBoth

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.
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