Joseph Plevelich
Joseph Plevelich is a CFA-designated registered investment advisor at Pekin Hardy Strauss, INC., based in Chicago, IL, with 5 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 719 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pekin Hardy Strauss charges a percentage of your portfolio each year for investment management. The standard fees generally range from 0.50% to 1.25% per year. The exact fee is negotiable and depends on the complexity of your financial situation and the amount you invest. Pekin Hardy does not charge its investment management clients a fee on their holdings of the Appleseed Fund.
Location
227 West Monroe Street, Suite 3625, Chicago, IL, 60606
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Regulatory History (1)
Financial
November 2020Employment History
Current Registrations
Pekin Hardy Strauss, INC.
Previous Registrations
Boenning & Scattergood, 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.