Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SK's compensation is derived from a percentage of revenues collected for investment advisory services provided to SKK clients. Clients receiving investment advisory and/or sub-advisory services related to direct Qualified Small Business investments will pay fees of approximately 1.75% charged on assets committed to such an investment strategy. SKK clients are never charged duplicative fees by SKK and SK for SK’s sub-advisory services. Clients are also subject to fees charged by custodians, broker-dealers and/or investment managers.
Areas of Practice
Advisor Information
Office location
1105 Scarborough Drive, Brewster, NY, 10509
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 Activities
Joseph is the owner of Pointe44 Advisors, LLC, a family office and financial planning firm, since June 2019. He dedicates nearly full-time hours to advising clients on financial planning and coordinating with their existing professionals.