Joshua Weinstein
Joshua Weinstein is a CFP-designated registered investment advisor at Independent Financial Partners, based in Middletown, OH, with 13 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B 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 $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.
Fee Estimator
Location
304 S Breiel Blvd, Middletown, OH, 45044
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2011Regulatory
June 2009Other Business ActivitiesSells Insurance
Joshua is a CFP at Weinstein Financial Group, offering life insurance, fixed and variable annuities, disability insurance, and long-term care insurance as part of his planning practice since 1983. He spends minimal time on this outside business activity.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
Securities America, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
U.S. Bancorp Investments, INC.Broker
State Registrations10 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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