Joseph Cannon is a CFP-designated registered investment advisor at Oak Lane Advisors, based in Centerville, UT, with 23 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 794 clients with $370M 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 | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees may be negotiable in certain situations. Third party manager fees range from 0.15% to 0.65% in addition to Oak Lane's advisory fee.
Fee Estimator
Location
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT, 84014
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2013Customer Dispute
October 2013Other Business ActivitiesSells Insurance
Joseph is an insurance agent with WN Insurance Group and owns rental properties through JSC Investments. He also owns Scott Cannon Inc, a corporation used to process insurance sales commissions.
Employment History
Current Registrations
Oak Lane Advisors
Previous Registrations
Arete Wealth Management, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.