Joseph Hassen
Joseph Hassen is a registered investment advisor at Lexaurum Advisors, based in Overland Park, KS, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,230 clients with $1.3B 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Location
16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085
Get directionsHistory
Regulatory History (2)
Criminal
June 2014Criminal
April 2014Other Business ActivitiesSells Insurance
Joseph owns Hassen Financial LLC for tax purposes and sells life, long-term care, and fixed indexed annuities, dedicating a few hours per week. He also owns JR Hassen Wealth Management as a DBA for marketing insurance, securities, and advisory business, taking nearly full-time.
Employment History
Current Registrations
Lexaurum Advisors
Previous Registrations
Brokers International Financial Services, LLC.Broker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
MML Investors Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.