Joel Kasten
Joel Kasten is a registered investment advisor at Retirement Portfolios, LLC, based in Topeka, KS, with 3 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 225 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement Portfolios, LLC manages investment accounts for a fee based on a percentage of the assets. The fee varies depending on where the account is held: Goldman Sachs Advisor Solutions, Security Benefit, or Altruist.
For accounts at Goldman Sachs Advisor Solutions:
- First $1 million: 1.5% per year
- $1 million - $2 million: 1.25% per year
- Over $2 million: 1% per year
For accounts at Security Benefit: 1% per year
For accounts at Altruist:
- First $1 million: 1.6% per year
- $1 million - $2 million: 1.35% per year
- Over $2 million: 1% per year
These fees do not include brokerage and custodial fees charged separately by the custodians.
Location
5909 SW 28th St. #100, Topeka, KS, 66614
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Joel receives renewal commissions from previously sold Medicare supplements through PIPAC, though he currently has no responsibilities there. He also works as an independent insurance agent, consulting and assisting in the sale of life, health, and annuity products, dedicating a few hours per week, and is an investment advisor representative, dedicating nearly full-time hours to investment advising.
Employment History
Current Registrations
Retirement Portfolios, LLC
Next Generation Investing, LLC
Previous Registrations
World Equity Group, INC.
World Equity Group, INC.
World Equity Group, INC.Broker
State Registrations2 states
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.