Joseph Limond is a CFP-designated registered investment advisor at Clerestory Advisors, INC, based in Bloomington, MN, with 5 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 61 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clerestory Advisors charges a flat annual fee for ongoing financial advisory services, paid quarterly in advance. The fee is based on your investable assets and the complexity of your financial planning needs. Clients with greater financial planning needs will pay a higher fee than those with less complex needs in the same asset range. If the fee exceeds 2% of your investable assets, it's due to the value of the financial planning services provided.
Location
3001 Metro Drive, Suite 220, Bloomington, MN, 55425
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Clerestory Advisors, INC
Previous Registrations
Mitchell Clark & Company
The Family Firm, INC.
State Registrations1 state
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