Joel Koerner is a registered investment advisor at Natural Investments, based in Louisville, KY, with 8 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,277 clients with $2B 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 $200K | 1.35% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
Clients with special circumstances, non-profit organizations and charitable institutions may be eligible for negotiable reduced fees determined on a case-by-case basis.
Fee Estimator
Location
1927 Harvard Drive, Louisville, KY, 40205
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Regulatory History (1)
Regulatory
June 2015Employment History
Current Registrations
Natural Investments
State Registrations1 state
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