Joel Schreiber is a CFP-designated registered investment advisor at Sfi Advisors, LLC, based in Montclair, NJ, with 24 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 295 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFI Advisors' annual fee for managing your investments starts at 1.25% and can be discounted to 0.65%, depending on the value of your assets, the type of services provided, and the level of administration requested. The fee is negotiable based on your individual circumstances. Fees are billed quarterly, based on the average daily balance.
Location
79 Midland Ave., Montclair, NJ, 07042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joel is a trustee for his parents' ILIT trust and a financial planner at SFI Advisors, dedicating minimal time to each. He also works as a part-time lecturer at Rutgers University, teaching economics, data analytics, labor institutions, markets, and personal finance.
Employment History
Current Registrations
Sfi Advisors, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.