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 Divorce Planning, Estate Planning, High Net Worth, Investment Management, and 4 more. Their firm serves 601 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary up to 2.0% based on asset amount, complexity, and portfolio composition. Subject to a quarterly minimum fee of $2,500 ($10,000 annually).
Fee Estimator
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.
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
Frisch Financial Group, INC.
State Registrations3 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
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.
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