Joseph Tischler

11 Years of Experience

Newton, MA

1 Disclosure

Joseph Tischler is a registered investment advisor at Parkstone Investments, LLC, based in Newton, MA, with 11 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. Their firm serves 10 clients with $22M in assets under management.

Parkstone Investments, LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

1 advisor

Number of Clients

10 clients

Average Client Portfolio

$2.2M average

Assets Under Management

$22.3M

Fee Structure

Minimum Investment:$250K

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

One Gateway Center-Suite 510, Newton, MA, 02458

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History

Regulatory History (1)

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Regulatory

May 2014

Final

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Other Business Activities

Joseph is the sole owner of Parkstone Properties, Inc. since 2003, actively and passively investing in commercial and residential real estate projects. He dedicates a few hours per week to this activity.

Employment History

Current Registrations

Parkstone Investments, LLC

May 2014 - Present · 12 yrs

State Registrations1 state

Advisor

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

No exam information available for this advisor.

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