Joseph Teifer
Joseph Teifer is a registered investment advisor at Herbert J. Sims Capital Management, INC., based in Red Bank, NJ, with 22 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 350 clients with $440M 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% |
Fees are generally subject to negotiation and typically range from 1.25% to 2.50% per year.
Fee Estimator
Location
331 Newman Springs Road, Building 2, Suite 312- 3rd Floor, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2026Customer 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.
Exams
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