Anthony Richard Joslin
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
The annual portfolio management fee is negotiable and payable monthly in arrears, based on the market value of the account on the last business day of the previous month. Fees are prorated for partial months. Financial planning/consulting fees are also negotiable, with hourly rates ranging from $100 to $300 per hour and flat fees ranging from $500 to $5,000 per agreement. GSS, an affiliate, receives a fee from clients' participation in the Insured Deposit Program at Axos, potentially reducing returns and creating a conflict of interest. Clients can choose alternate cash account options or custodians.
Areas of Practice
Advisor Information
Office location
328 Newman Springs Road, Red Bank, NJ, 07701
Get directionsRegulatory History (11)
Customer Dispute
June 2019Regulatory
June 2014Customer Dispute
September 2005Customer Dispute
April 2005Customer Dispute
April 2005Customer Dispute
November 2004Customer Dispute
May 2004Regulatory
May 2004Employment Separation After Allegations
April 2003Customer Dispute
March 2003Customer Dispute
August 2000Other Business ActivitiesSells Insurance
Anthony is a broker for Guardian Life Insurance, Lafayette Life Insurance, and Mass Mutual Life Insurance, selling whole life insurance, term insurance, and fixed annuities. These activities take a few hours per week, about 10% of his time, and a few hours per week, respectively. Anthony also established LJ Partners, LLC in 2014 to pay for office expenses.