Joseph Stanzi is a registered investment advisor at Mcdonald Partners LLC, based in Kirtland, OH, with 40 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,170 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 $500K | 3.00% |
| $500K - $1.1M | 2.50% |
| $1.1M - $2.0M | 2.00% |
| $2M+ | 1.50% |
Schedule reflects maximum fees for Equity/Balanced accounts. Fixed income accounts have separate, lower tiers starting at 1.75% for the first $500K down to 0.75% for assets above $2M. Fees are subject to negotiation.
Fee Estimator
Location
Kirtland, OH
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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
Mcdonald Partners LLCBroker
Mcdonald Partners LLC
Mcdonald Partners LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Parker/hunter IncorporatedBroker
State Registrations18 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.
Exams
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