Joseph Olekszyk is a CFP-designated registered investment advisor at Q3 Asset Management Corporation, based in Birmingham, MI, with 13 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,456 clients with $730M 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 - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
2175 Cole Street, Birmingham, MI, 48009
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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 Activities
Joseph is an officer of Tidewater Technologies, LLC, dedicating minimal time to data processing and output review. He has an active insurance license but is not currently conducting any insurance business.
Employment History
Current Registrations
Q3 Asset Management Corporation
Previous Registrations
Rehmann Financial
Planning Alternatives LTD
Wealthcare Advisors, LLC
Shell Capital Management, LLC
Rehmann Financial
Rehmann Financial
State Registrations1 state
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