Joseph Okaly
Joseph Okaly is a CFP-designated registered investment advisor at New Horizons Wealth Management, based in Cedar Knolls, NJ, with 17 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 4 more. Their firm serves 228 clients with $200M 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 $250K | 2.00% |
| $250K - $500K | 1.55% |
| $500K - $2.0M | 1.15% |
| $2M+ | 0.75% |
Annual fees are negotiable under certain circumstances.
Fee Estimator
Location
240 Cedar Knolls Rd Suite 306, Cedar Knolls, NJ, 07927
Get directionsHistory
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 ActivitiesSells Insurance
Joseph is an agent at TFS Insurance Agency, Inc. since 2009 and a co-portfolio manager at Buy/Hold Plus - TFS Advisory Services since 2011. He also hosts the Enjoy More 30s-Family Finance Podcast, owns NHWM LLC, and is the author of The Financial Pinwheel, dedicating minimal time to each of these activities.
Employment History
Current Registrations
New Horizons Wealth Management
World Investments, LLCBroker
Previous Registrations
World Advisory Services
State Registrations27 states
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