Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
34 advisors
Number of Clients
667 clients
Average Client Portfolio
$225K average
Assets Under Management
$150.1M

Fee Structure

Financial Plan Fee:$250 - $5,000
Hourly Rate:$100 - $350/hr

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.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

445 Park Ave, Floor 9, New York, NY, 10022

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2020
Settled
Employment Separation After Allegations
January 2011
Other Business ActivitiesSells Insurance

Joseph 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.

Employment History
Current Registrations
Infinity Financial Services Advisory
April 2023 - Present · 2 yrs 9 mos
Infinity Financial ServicesBroker
December 2022 - Present · 3 yrs 1 mo
Previous Registrations
Newbridge Financial Services Group, INC.
April 2020 - December 2021 · 1 yr 8 mos
Newbridge Securities CorporationBroker
February 2020 - November 2022 · 2 yrs 9 mos
Cetera Advisors LLCBroker
April 2012 - February 2020 · 7 yrs 10 mos
Cetera Advisors LLC
April 2012 - February 2020 · 7 yrs 10 mos
Gilford Financial CORP.
January 2011 - April 2012 · 1 yr 3 mos
Gilford Securities IncorporatedBroker
January 2011 - April 2012 · 1 yr 3 mos
Chase Investment Services CORP.
June 2006 - January 2011 · 4 yrs 7 mos
Chase Investment Services CORP.Broker
June 2006 - January 2011 · 4 yrs 7 mos
Citicorp Investment ServicesBroker
June 2005 - June 2006 · 1 yr
AXA Advisors, LLC
July 2002 - October 2003 · 1 yr 3 mos
AXA Advisors, LLC Broker
April 2002 - October 2003 · 1 yr 6 mos
Dreyfus Service Corporation Broker
January 1999 - January 2002 · 3 yrs
Robert Thomas Securities, INCBroker
September 1998 - November 1998 · 2 mos
The J.B. Sutton Group, LLCBroker
March 1998 - September 1998 · 6 mos
Gaines, Berland INC.Broker
February 1998 - April 1998 · 2 mos
State Registrations6 states
FLGANJNYTXVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.