Joel Freedman
Joel Freedman is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Radnor, PA, with 41 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
Three Radnor Corporate Center Suite 210, 100 Matsonford Road, Radnor, PA, 19087
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
March 2024Customer Dispute
January 2024Regulatory
May 1991Other Business Activities
Joel is involved with several philanthropic and non-profit organizations, including the Jewish Federation of Greater Philadelphia, Temple Beth Hillel - Beth El, Jewish National Fund, and Judith Creed Homes for Adult Independence. These activities require minimal time commitment.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Sonic Technologies LLCBroker
Investec INC.Broker
Gemstone Merchant Partners, INC.Broker
Genesis Advisors, INC.Broker
State Registrations22 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.