Teresa Joelson is a registered investment advisor at Christian Financial Advisors, based in New Braunfels, TX, with 9 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 469 clients with $190M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Investment advisory fees may be negotiable at the advisor's discretion.
Fee Estimator
Location
130 River Chase Way, Suite B, New Braunfels, TX, 78132
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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
Christian Financial Advisors
Previous Registrations
Durbin Bennett Private Wealth Management, LLC
State Registrations1 state
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