Joseph Koster is a registered investment advisor at Sorfis Investments, LLC, based in Chardon, OH, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 42 clients with $35M 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 $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
155 Main St, Chardon, OH, 44024
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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
Joseph is a Senior Advisor at Avenel Financial Group, performing research and analysis, and an Editor for Value Investing World Newsletter, compiling links and editing content. Both activities take about 10-20% of Joseph's time each.
Employment History
Current Registrations
Sorfis Investments, LLC
Previous Registrations
Chanticleer Investment Partners, LLC
State Registrations2 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.