Joyce Streithorst is a CFP-designated registered investment advisor at Frisch Financial Group, INC., based in Melville, NY, with 15 years of industry experience. Joyce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 546 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Frisch Financial charges an annual investment advisory fee that can be up to 2.0% of the total assets they manage or advise on. The fee is based on factors like the amount of assets, complexity, and the scope of services. There is a minimum quarterly fee of $2,500. Fees are typically deducted from the client's custodial account.
Contact
Joyce Streithorst
Location
445 Broad Hollow Road, Suite 215, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Frisch Financial Group, INC.
State Registrations3 states
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Exams
Additional Information
Joyce was educated at Adelphi University and holds a BBA degree in Finance. She obtained her Certificate in Financial Planning in 1995; a Master Degree in Financial Services from American College in 2002; and, certification as a Divorce Financial Analyst in 2009. Joyce has over 18 years experience as a financial planner and money manager as well as extensive experience counseling corporate executives. She lives on Long Island with her husband and 2 children.