JS
JS

Joseph Patrick Stanzi

39 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,347 clients
Average Client Portfolio
$956K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.03%
$500K - $1.1M0.03%
$1.1M - $2.0M0.02%
$2M+0.01%

Fees are subject to negotiation depending on specific circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1301 East 9th Street, Suite 3700, Cleveland, OH, 44114

Get directions

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mcdonald Partners LLCBroker
July 2009 - Present · 16 yrs 7 mos
Mcdonald Partners LLC
July 2009 - Present · 16 yrs 7 mos
Mcdonald Partners LLC
July 2009 - Present · 16 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2007 - August 2009 · 2 yrs 6 mos
UBS Financial Services INC.
February 2007 - August 2009 · 2 yrs 6 mos
Mcdonald Investments INC.
September 2005 - February 2007 · 1 yr 5 mos
Mcdonald Investments INC.Broker
August 1992 - February 2007 · 14 yrs 6 mos
Parker/hunter IncorporatedBroker
September 1986 - August 1992 · 5 yrs 11 mos
State Registrations16 states
CACTFLGAILINMIMNNCNJNYOHPATNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.