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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 304 clients with $180M 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 | 1.25% |
Annual management fee starts at 1.25% and can be discounted down to 0.65% based on asset value, service complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
79 Midland Ave., Montclair, NJ, 07042
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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 →Other Business Activities
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.
Exams
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