JS
CFP
JS
CFP

Joseph Suhadolc

15 Years of Experience
Orland Park, IL
Broker

Joseph Suhadolc is a CFP-designated registered investment advisor at Fifth Third Securities, INC., based in Orland Park, IL, with 15 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1002 advisors
Number of Clients
47,014 clients
Average Client Portfolio
$232K average
Assets Under Management
$10.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. Maximum fee is 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10759 W. 159th Street, Orland Park, IL, 60467

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Joseph performs landlord duties for a rental property in Shorewood, Illinois. This non-investment related activity requires minimal time and will not interfere with his duties at the firm.

Employment History
Current Registrations
Fifth Third Securities, INC.
November 2016 - Present · 9 yrs 11 mos
Fifth Third Securities, INC.Broker
December 2010 - Present · 15 yrs 10 mos
State Registrations2 states
ILMO
AdvisorBrokerBoth

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
No exam information available for this advisor.
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