Advisor at Sierra Hotel Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sierra Hotel Financial LLC
Location
Triangle, VA
Credentials
Series 63, Series 65
Industry experience
2 years
Joseph Turkal is a financial advisor at Sierra Hotel Financial LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously served in the Armed Forces for 30 years. His prior work includes roles at Northwestern Mutual and Lakrut Insurance Services. Sierra Hotel Financial LLC provides discretionary asset management and financial planning to individuals, including high-net-worth clients, as well as business entities and retirement plans. The firm offers a range of investment programs from model-based management to fully customized portfolios and provides ERISA plan services in both limited-scope 3(21) and full discretionary 3(38) capacities.
Based on Sierra Hotel Financial LLC
$0 - $499,999.99: 1.30% annually $500,000 - $999,999.99: 1.05% annually $1,000,000 - $1,499,999.99: 0.95% annually $1,500,000 - $1,999,999.99: 0.85% annually $2,000,000+: 0.75% annually
Account minimum: $250,000 Fee-only: Fixed annual fees for ongoing financial planning ranging from $6,000 to $15,000 for clients under $5,000,000. Fees negotiable and may exceed $100,000 annually for clients above $5,000,000.
Triangle, VA
California · Louisiana · Maryland · Ohio · Texas · Virginia
Sierra Hotel Financial LLC
2024 - Present (2 years)
Sierra Hotel Financial LLC
2024 - Present (2 years)
Lakrut Insurance Services LLC
2024 - 2024 (1 year)
Northwestern Mutual Investment Services LLC
2023 - 2024 (1 year)
Northwestern Mutual Life Insurance Company
2023 - 2024 (1 year)
Armed Forces
1993 - 2023 (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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