Joseph Wayne Turner

Ministry Partners Securities, LLC

31 Years of Experience

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Firm Information

Ministry Partners Securities, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

5 advisors

Number of Clients

115 clients

Average Client Portfolio

$132K average

Assets Under Management

$15.2M

Fee Structure

Minimum Investment:$25K

Financial Plan Fee:$400 - $1,600

Hourly Rate:$165/hr

MPS offers financial planning services with fees ranging from $400 to $1,600, depending on the complexity and details of the plan. Annual review fees range from $100 to $400 based on the initial financial planning level of service. Hourly consultations are available at $165 per hour. Asset-based fees for third-party money managers range from 1.00% to 2.20% of the total value of assets. Fees are negotiable based on various factors.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingCharitable Giving

Advisor Information

Office location

One Pointe Dr, Suite 205, Brea, CA, 92821

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2021

Denied

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Other Business Activities

Joseph serves on the board of directors for Christian Care Ministry and the Health Care Sharing Ministries Alliance board. These non-investment related activities involve business operations, strategic planning, and risk management, taking a few hours per week.