JF
CFP

Joseph James Farrell

14 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
248 clients
Average Client Portfolio
$17.2M average
Assets Under Management
$4.3B

Fee Structure

Minimum Annual Fee:$25,000
Hourly Rate:$150 - $500/hr

The firm charges a base fee negotiated with each client, typically varying from 0.15% to 1.00% of assets under management or advisement, depending on factors like asset size, complexity of services, and time requirements. Minimum annual fees tend to start at $25,000. Ad-hoc or project-based consultations are billed hourly, ranging from $150 to $500 per hour.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net WorthCorporate Executives
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Advisor Information

Office location

399 Knollwood Road, Suite 303, White Plains, NY, 10603

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Brownson, Rehmus & Foxworth, INC.
May 2011 - Present · 14 yrs 8 mos
State Registrations2 states
MANY
Advisor
Exams
No exam information available for this advisor.