Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFL Advisor Program fees are calculated as an annualized percentage of assets under management on a sliding scale and are negotiable. There are three options available: a percentage of AUM, an hourly rate (minimum $200/hour invoiced quarterly), or a fixed fee (invoiced quarterly, semi-annually, or annually). Financial planning fees, if requested, range from $1,500 to $25,000 depending on complexity. The minimum advisory account size is $25,000.
Areas of Practice
Advisor Information
Office location
40 Wall Street, 29th Floor, New York, NY, 10005
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joel works as a consultant/advisor at ClearThink Capital, a venture capital firm, dedicating nearly full-time hours. He also serves as a Compliance Officer for Legasure LLC, reviewing sales of variable insurance policies for a few hours per week, and as a Trustee for the Norma Gilbert Trust, devoting about 10% of his time.