Joseph Zaidain
Joseph Zaidain is a PFS-designated registered investment advisor at Private Client Services, LLC, based in Miamisburg, OH, with 27 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
228 Byers Road, Ste 300, Miamisburg, OH, 45342
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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 a partner at Mahle Wack Zaidain&Co. for tax preparation and accounting, and an IAR for Brass Tax Wealth Management, spending about half his time providing investment advisory services. He also has interests in real estate rental and business entities for tax/investment purposes, and a DBA for his LPL business.
Employment History
Current Registrations
Private Client Services, LLCBroker
Summit Financial, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Brass Tax Wealth Management
Invest Financial Corporation
Invest Financial CorporationBroker
Securities Service Network, INC.Broker
Mwz Financial Group, LLC
Mutual Service CorporationBroker
State Registrations6 states
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