Joseph Frankenfield is a registered investment advisor at Saga Partners LLC, based in Rocky River, OH, with 10 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Saga Partners charges either a fixed or variable quarterly management fee. The variable fee ranges from 0% to 1.5% annually, based on the value of your portfolio at the end of the previous quarter. The fixed management fee is negotiated. Fees are deducted from your account by the custodian, who will send you a quarterly statement. Saga Partners will also send a quarterly invoice outlining the fee calculation.
Location
Rocky River, OH
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Saga Partners LLC
Previous Registrations
Keybanc Capital Markets INC.Broker
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.