JF

Joseph York Frankenfield

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
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

Saga Partners charges either a fixed or variable quarterly management fee, with the variable fee ranging from 0% to 1.5% based on the portfolio's value at the end of the preceding quarter. The fixed management fee is negotiated. Fees are deducted from the client's account by the custodian. The firm recommends a minimum initial investment of $250,000, but this may be waived in special situations.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

Rocky River, OH

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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.

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Employment History
Current Registrations
Saga Partners LLC
October 2016 - Present · 9 yrs 3 mos
Previous Registrations
Keybanc Capital Markets INC.Broker
April 2015 - July 2016 · 1 yr 3 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.