Joseph York Frankenfield

Saga Partners LLC

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Saga Partners LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

56 clients

Average Client Portfolio

$447K average

Assets Under Management

$25.0M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

Rocky River, OH

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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.

Employment History

Current Registrations

Saga Partners LLC

October 2016 - Present · 9 yrs 4 mos

Previous Registrations

Keybanc Capital Markets INC.Broker

April 2015 - July 2016 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.