Joseph Teifer
Joseph Teifer is a registered investment advisor at Herbert J. Sims Capital Management, INC., based in Red Bank, NJ, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 221 clients with $190M 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Advisory fees are subject to negotiation and typically range from 1.25% to 2.50% of the initial value of the assets in the account per year, depending on the size of the account or household and services covered. Envestnet charges a flat annual operational fee of $25 based on services provided.
Fee Estimator
Location
331 Newman Springs Road, Building 2, Suite 312- 3rd Floor, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2019Other Business ActivitiesSells Insurance
Joseph is an investment adviser representative of HJ Sims Capital Management, devoting about a quarter of his time to this role. He also spends about 10-20% of his time on insurance-related business, while his primary business is providing brokerage services.
Employment History
Current Registrations
Herbert J. Sims Capital Management, INC.
Herbert J. Sims & CO, INC.Broker
Previous Registrations
David Lerner Associates, INC.Broker
State Registrations15 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.