Joseph Krichten
Joseph Krichten is a registered investment advisor at Ifs Group, based in Mechanicsburg, PA, with 30 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 267 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
1205 Manor Drive, Ste 200, Mechanicsburg, PA, 17055
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2009Customer Dispute
December 2000Other Business ActivitiesSells Insurance
Joseph is an independent insurance agent since 2002 and provides investment advisory services through IFS Group, LLC, starting in July 2024, dedicating nearly full-time hours to this. He also owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
Ifs Group
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Securities IncorporatedBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.