Joseph Laszewski is a CFA-designated registered investment advisor at Stack Financial Management INC, based in Whitefish, MT, with 9 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 833 clients with $2B 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 $1.3M | 1.20% |
| $1.3M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees for accounts over $10,000,000 follow a tiered structure available upon request. Fees may be negotiable for certain clients.
Fee Estimator
Location
625 Wisconsin Avenue, Whitefish, MT, 59937-2129
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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 Activities
Joseph is a non-managing member of SFM Legacy, LLC, an entity established for the internal succession of Stack Financial Management. He dedicates minimal time to this non-investment-related business.
Employment History
Current Registrations
Stack Financial Management INC
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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