Joseph
Zaidain
Brass Tax Wealth Management
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About this Advisor
Joseph Zaidain is a financial advisor based in Cincinnati, Ohio, working with Brass Tax Wealth Management. Joseph has previously held positions at Mahle, Wack, Zaidain, & Co., Pll, Invest Financial Corp, Mwz Financial Group, LLC, Brass Tax Wealth Management, Inc, Joseph S. Zaidain, Sole Proprietor, Wings Of Adrian 122, LLC, Mwzh Partners, and Lpl Financial LLC. Joseph has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Joseph is part of Brass Tax Wealth Management, which operates out of Cincinnati, Ohio. The firm has 5 offices and 12 employees. The firm manages assets totaling $674.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Brass Tax Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Brass Tax Wealth Management Brokerage Details
$674,300,000
12
2,414
$279,329
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Zaidain Work History
Lpl Financial LLC
Brass Tax Wealth Management, Inc
Joseph S. Zaidain, Sole Proprietor
Wings Of Adrian 122, LLC
Mwz Financial Group, LLC
Mwzh Partners
Mahle, Wack, Zaidain, & Co., Pll
Invest Financial Corp
Disclosures
Please visit the SEC profile of Joseph Zaidain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brass Tax Wealth Management
Zionsville, IN
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Zionsville, IN
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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