Joseph Crea
Joseph Crea is a ChFC-designated registered investment advisor at Enza Financial, LLC, based in Independence, OH, with 34 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 198 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Enza Financial's fee for managing your investments is a percentage of the value of your portfolio, billed quarterly. The specific fee is negotiable and outlined in your client service agreement. The annual fee schedule is:
- First $1,000,000: up to 1.50%
- $1,000,001 to $3,000,000: up to 1.25%
- $3,000,001 to $5,000,000: up to 1.00%
- $5,000,001 to $10,000,000: up to 0.75%
- Over $10,000,001: up to 0.50%
If Enza Financial uses a third-party manager, you will incur an additional fee up to 1% of the assets managed by the third-party manager.
Location
6450 Rockside Woods Blvd S, Suite 150, Independence, OH, 44131
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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 →Other Business ActivitiesSells Insurance
Joseph is involved in several business activities, including being a trustee for Ohio Boys Town, a shareholder in Unsung Brewing Company, LLC, and the owner of Workchat and FCF LLC. He is also a principal at Enza Financial, LLC and president of Enza Insurance, LLC, where he focuses on sales and management, and a manager at Enza Service LLC.
Employment History
Current Registrations
Enza Financial, LLC
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
Mutual Service CorporationBroker
New England SecuritiesBroker
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.