Portfolio management fees range from 0.25% to 2.50% annually, depending on the amount of assets managed. There is also a monthly service and reporting fee. Financial planning fees are either hourly ($100-$350) or a flat fee ($250-$5,000). Pension consulting services are also offered at an hourly rate or a percentage of plan assets. Clients are responsible for third-party fees. Fees are negotiable, but there is a minimum fee of 25 basis points per year based on assets under management which may be waived at IFSA’s sole discretion.
445 Park Ave, Floor 9, New York, NY, 10022
Get directionsJoseph operates under the DBAs Medina Private Wealth Management and Medina Private Insurance, dedicating full-time hours to securities, investment advisory services, and insurance sales (including life insurance). He also engages in real estate sales, Legal Shield sales, bar/restaurant work, and notary services, each requiring minimal time.