JK
JK

Joseph Keimig

7 Years of Experience
Fargo, ND

Joseph Keimig is a registered investment advisor at Eighth Wonder Investments, based in Fargo, ND, with 7 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 72 clients with $12M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
72 clients
Average Client Portfolio
$171K average
Assets Under Management
$12.3M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $500K1.20%
$500K - $1.0M1.00%
$1.0M - $2.5M0.90%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees may be negotiated.

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

1630 1st Ave N, Suite B Pmb 13, Fargo, ND, 58102

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Eighth Wonder Investments
May 2021 - Present · 5 yrs
Previous Registrations
MML Investors Services, LLC
August 2020 - May 2021 · 9 mos
MML Investors Services, LLCBroker
July 2020 - May 2021 · 10 mos
Infinex Investments, INC.Broker
December 2018 - July 2020 · 1 yr 7 mos
Alerus Securities CorporationBroker
June 2018 - December 2018 · 6 mos
State Registrations2 states
MNND
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.
Joseph Keimig - Financial Advisor | TrueAdvisor