Stanley Altmark is a CFP-designated registered investment advisor at Joel Isaacson & CO., LLC, based in New York, NY, with 13 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,271 clients with $9.3B 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
All fees are potentially negotiable.
Fee Estimator
Contact
Stanley Altmark
Location
546 Fifth Avenue, New York, NY, 10036
Get directionsHistory
Regulatory 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 →Employment History
Current Registrations
Joel Isaacson & CO., LLC
State Registrations2 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.
Exams
More Advisors
- Alexander Facini, CFPJoel Isaacson & CO., LLC
- Michael Buccino, CFPJoel Isaacson & CO., LLC
- David Peltz, CFPJoel Isaacson & CO., LLC
- Ross Natoli, CFPJoel Isaacson & CO., LLC
- Zachary Mcgill, CFPJoel Isaacson & CO., LLC
- Brian Cummins, CFPJoel Isaacson & CO., LLC