JF
JF
Joseph Faragi is a registered investment advisor at The Faragi Group, based in Forked River, NJ, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 58 clients with $14M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
58 clients
Average Client Portfolio
$241K average
Assets Under Management
$14.0M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
525 Lacey Road, Forked River, NJ, 08731
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2010Settled
Employment History
Current Registrations
The Faragi Group
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Roosevelt Investments
January 2009 - November 2011 · 2 yrs 10 mos
Charles Schwab & CO., INC.
May 2002 - February 2004 · 1 yr 9 mos
State Registrations1 state
NJ
Advisor
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.
Exams
No exam information available for this advisor.