Joseph Mckeon
Joseph Mckeon is a ChFC-designated registered investment advisor at Hantz Financial Services, INC., based in Independence, OH, with 17 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 24,070 clients with $10B 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 | 1.00% |
Standard investment management fees generally range between 0.20% and 1.00% based on account size and complexity. Additional model fees or third-party manager program fees may apply.
Fee Estimator
Location
4401 Rockside Road Ste 404, Independence, OH, 44131
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 →Employment History
Current Registrations
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations20 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
More Advisors
- Robert Lambert, CFA
- Robert Ross, CFPAmeriprise Financial Services, LLC
- Michael Doherty, CFAPrasad Wealth Partners
- Christine Kalt, CFA, CFPGatepass Capital, LLC
- Alec Acampora, ChFCIndependence Wealth Advisors, LLC
- Kristen Kuzma, CFPFairway Wealth Management LLC