Joseph Olheiser is a registered investment advisor at Cl Wealth Management LLC, based in Schaumburg, IL, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,073 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
All fees are negotiated between the advisor and the client. A portion of the annual fee may be paid to the account custodian for billing, reporting and/or other administrative functions.
Fee Estimator
Location
425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (5)
Regulatory
November 2020Financial
November 2020Employment Separation After Allegations
May 2019Criminal
September 1995Criminal
November 1993Other Business Activities
Joseph is the President/Financial Advisor at Golden Hills Financial Group LLC, where he markets and advises potential investors on 1031 exchanges into DST investments. This takes about 10-20% of Joseph's time.
Employment History
Current Registrations
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
Previous Registrations
Sb Advisory, LLC
Ifs SecuritiesBroker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Morgan Stanley
Morgan StanleyBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.