Joshua Strauss
Joshua Strauss is a CFA-designated registered investment advisor at Pekin Hardy Strauss, INC., based in Chicago, IL, with 21 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 2 more. Their firm serves 743 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard annual fees generally range from 0.50% to 1.25% of assets under management. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
227 West Monroe Street, Suite 3625, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Regulatory
June 2015Other Business Activities
Joshua is an employee of Pekin Singer Strauss Asset Management, Inc., a registered investment advisor. He dedicates substantially full-time hours to managing investment advisory accounts.
Employment History
Current Registrations
Pekin Hardy Strauss, INC.
Previous Registrations
Sf Investments, INC.Broker
State Registrations2 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.
Exams
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