Joseph Hearn
Joseph Hearn is a registered investment advisor at Intentional Retirement, LLC, based in Omaha, NE, with 30 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 263 clients with $130M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,000. For accounts held directly with American Funds, the fee is a flat 0.50% of assets.
Fee Estimator
Location
17117 Oak Drive, Suite D, Omaha, NE, 68130
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 ActivitiesSells Insurance
Joseph is an independent insurance agent in Omaha, NE, dedicating minimal time to this activity.
Employment History
Current Registrations
Intentional Retirement, LLC
Previous Registrations
Teckmeyer Financial Services, L.L.C.
Watermark Capital Management, LLC
Teckmeyer Financial Services, L.L.C.Broker
State Registrations3 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.