Joseph Goldy is a CFP-designated registered investment advisor at Highland Financial Advisors, LLC, based in Wayne, NJ, with 18 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, Retirement Planning. Their firm serves 361 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HIGHLAND Financial Advisors offers investment management services where the annual cost ranges from 0.15% to 0.80% of the assets they manage. The fees are billed quarterly in advance. A pro-rata refund will be paid if the client cancels within any quarter.
Location
1680 Route 23, Suite 210, Wayne, NJ, 07470
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Highland Financial Advisors, LLC
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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