Advisor at Ministry Partners Securities, 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
Ministry Partners Securities, LLC
Location
Brea, CA 92821
Credentials
Series 63, Series 65
Industry experience
32 years
Joseph Turner is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ministry Partners Securities since 2013 and previously spent eight years at Ministry Partners Investment Co. Turner serves on the board of directors for Christian Care Ministry and the Health Care Sharing Ministries Alliance, contributing to business operations and strategic planning. Ministry Partners Securities serves individuals, trusts, estates, churches, and faith-based organizations, providing financial planning and consulting with an emphasis on integrating clients’ religious or ethical values into investment strategies. The firm refers clients to selected third-party asset managers and delivers ongoing advice while maintaining a dual registration as both an investment adviser and broker-dealer.
Based on Ministry Partners Securities, LLC
Based on Ministry Partners Securities, LLC
Financial planning fees range from $400 to $1,600 depending on plan type.
$0 - $49,999: 1.90% $50,000 - $99,999: 1.75% $100,000 - $249,999: 1.65% $250,000 - $499,999: 1.65% $500,000 - $749,999: 1.65% $750,000 - $999,999: 1.60% $1,000,000+: up to 2.20% (varies by program and account)
Commissions may be received from insurance products sold through representatives acting as insurance agents.
Hourly consultation fee of $165 per hour.
Account minimum: $25,000 (minimum client deposit; $50,000 recommended) Fee-only: Financial planning fees from $400 to $1,600 depending on plan complexity; annual review fees from $100 to $400; hourly consulting fee $165/hour.
One Pointe Dr, Suite 205
Brea, CA 92821
California · Idaho · Illinois · Oregon · Texas
Ministry Partners Investment Co
2015 - 2023 (8 years)
Ministry Partners Securities, LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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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XEL
CFP®, Series 63
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CHOICE Financial & Insurance Services, Inc.
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