Advisor at Monocot Wealth Management, LLC
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Firm
Monocot Wealth Management, LLC
Location
Las Vegas, NV 89145
Credentials
CFP®, CFA®, Series 66
Industry experience
24 years
Josephus Teurlings is a CFP®, CFA®, and holds a Series 66 license with 23 years of industry experience. He is the managing partner of Monocot Wealth Management, LLC, an independent firm he has been with since 2016. Prior to that, he worked at UBS Financial Services from 2008 to 2016. Monocot Wealth Management provides individualized investment advisory and financial planning services to individuals, corporate clients, and retirement-plan sponsors. The firm employs an active portfolio management approach based on client-specific risk/return parameters and offers a range of strategies including cash management, equity with tactical overlays, and alternative investment solutions.
Based on Monocot Wealth Management, LLC
Based on Monocot Wealth Management, LLC
Financial planning and consulting flat fees up to $10,000; retirement plan consulting flat fees possible
Securities sales commissions via representatives as registered representatives of PKS; trail fees possible
Up to $350 per hour for financial planning and consulting; also used in retirement plan consulting
Fee-only: Financial Planning & Consulting: hourly fees up to $350/hour; flat fees up to $10,000; Retirement Plan Consulting: hourly or flat fee basis
10161 Park Run Drive, Ste 150
Las Vegas, NV 89145
California · Nevada
Monocot Wealth Management, LLC
2016 - Present (10 years)
PURSHE KAPLAN STERLING INVESTMENTS, Inc.
2016 - Present (10 years)
UBS financial Services INC
2008 - 2016 (8 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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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