Joseph Yocavitch
Joseph Yocavitch is a registered investment advisor at Integrity Alliance, LLC, based in Cherryhill, NJ, with 42 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,148 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Alliance offers investment management through various programs.
Edge Program:
- Fees include a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potential third-party sub-advisor fees.
Select Program:
- Fees range from 1.00% to 2.80% annually on the first $1,000,000, 1.00% to 2.20% on the next $2,000,000, and 0.50% to 1.75% on assets over $3,000,000.
- A 0.10% trading platform fee is added to the maximum account fee for accounts with the broker-dealer arm.
Fees are assessed on all assets, including cash and money market balances. Margin accounts may incur additional fees. Fees are typically charged quarterly in advance, pro-rated for mid-quarter openings, and adjusted for significant deposits or withdrawals.
Location
1864 Rt 70 East, Cherryhill, NJ, 08003
Get directionsHistory
Regulatory History (7)
Customer Dispute
August 2009Customer Dispute
April 2009Customer Dispute
October 2007Customer Dispute
April 2003Customer Dispute
December 1997Customer Dispute
December 1997Employment Separation After Allegations
November 1992Other Business ActivitiesSells Insurance
Joseph sells property and casualty insurance and Medicare supplements, dedicating a few hours per week. He also provides continuing education credits to CPAs and is approved to submit life or fixed annuities for several insurance companies, spending minimal time on each activity. Joseph is also an author, providing books to clients and prospects.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Pruco Securities CorporationBroker
Thomson Mckinnon Securities INC.Broker
State Registrations10 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.