Joseph Maukonen
Joseph Maukonen is a registered investment advisor at Park Avenue Securities LLC, based in Beachwood, OH, with 10 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B 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 | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
24500 Chagrin Blvd., Suite 200, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2023Criminal
February 2023Other Business Activities
Joseph serves as the executor for his parents' estate since 2015, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Scottrade Investment Management
Scottrade, 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.
Exams
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