Joseph Hardee
Joseph Hardee is a registered investment advisor at Excelsior Advisor Network LLC, based in Miami Beach, FL, with 38 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 78 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Excelsior Advisor Network charges an annual fee based on the value of your portfolio, not to exceed 1.75%. The fee is calculated based on the value of your portfolio on the last business day of the preceding month and may be billed monthly or quarterly, in arrears or in advance. A minimum account size of $500,000 may apply, but this may be waived at the representative's discretion. For new clients, Excelsior may pay certain transaction charges for up to 180 days to help with the transition.
Location
1111 Lincoln Road, Suite 500, Miami Beach, FL, 33139
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 →Other Business Activities
Joseph is the CEO and wealth advisor at Excelsior, where he runs the firm and advises clients. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
The Leaders Group, INC.Broker
Xcelsior Advisor Partners LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Salomon Smith Barney INC.
Prudential Securities IncorporatedBroker
State Registrations8 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.