Joseph Kloeckner
Joseph Kloeckner is a registered investment advisor at Pr Wealth Management Group, based in Las Vegas, NV, with 14 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 460 clients with $160M 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 | 1.40% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
For portfolios with 70% or greater bond allocation, the annual management fee shall be no greater than 0.75%. Fees for Qualified Plan Services (401(k) Services), the annual management fee shall be no greater than 0.75%. These fees are negotiable to include but not limited to a tiered fee schedule. The maximum fee for accounts under $250,000 will be 1.60% annually.
Fee Estimator
Location
8235 S. Eastern Ave., Suite 160, Las Vegas, NV, 89123
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 →Other Business ActivitiesSells Insurance
Joseph is a Jr. Advisor at PR Wealth Management Group, focusing on wealth management, client meetings, and investment, insurance, and annuity planning, dedicating about a quarter of his time. He is also a licensed insurance agent selling fixed and traditional insurance products.
Employment History
Current Registrations
Pr Wealth Management Group
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
MML Investors Services, LLCBroker
State Registrations10 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.