Joshua Fein is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 16 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua owns BSF Advisors, operating a financial services practice independently from Private Advisor Group, dedicating nearly full-time hours to it. He is also a licensed realtor, though he currently devotes no time to real estate transactions.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Adviceperiod, LLC
LPL Financial LLC
LPL Financial LLCBroker
Obsidian Financial Group, LLCBroker
J.P. Turner & Company, L.L.C.Broker
Walnut Street Securities, INC.Broker
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.