Joseph Merkle is a registered investment advisor at Northcoast Asset Management LLC, based in Bayville, NJ, with 12 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,486 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NorthCoast Asset Management determines investment management fees on a case-by-case basis, taking into account the amount of assets managed and the variety and complexity of the services provided. Fees are typically charged as a percentage of your portfolio on a quarterly basis in arrears. Fees are potentially subject to negotiation.
Location
Bayville, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a partner in Arthur & Associates, LLC, a real estate investment business, since August 2023. He dedicates minimal time to the business, primarily for funding and identifying investment opportunities.
Employment History
Current Registrations
Northcoast Asset Management LLC
Previous Registrations
Kovitz Investment Group Partners, LLC
Connectus Wealth
Northcoast Asset Management LLC
State Registrations1 state
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.
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- David Lazzaro, ChFC