Joel Perl is a registered investment advisor at Guardian Wealth Partners, LLC, based in Brooklyn, NY. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 402 clients with $190M 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 $100K | 0.23% |
| $100K - $250K | 0.21% |
| $250K - $500K | 0.18% |
| $500K - $1.0M | 0.16% |
| $1.0M - $2.0M | 0.13% |
| $2.0M - $5.0M | 0.11% |
| $5M+ | 0.08% |
Schedule reflects the Platform Fee component for SMA/UMA programs. Representative as Portfolio Manager program platform fees range from 0.05% to 0.20%. Total client fee includes advisor and strategy fees, up to a maximum annual fee of 3%.
Fee Estimator
Location
185A Marcy Ave, Brooklyn, NY, 11211
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 →Employment History
Current Registrations
Guardian Wealth Partners, LLC
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.
Exams
More Advisors
- Yoel Landau, CFPGuardian Wealth Partners, LLC
- James Saddlemire, CFANeuberger Berman Bd LLC
- Katherine Young, CFA, CFPYearwood Young Advisors
- Georgia Lord, CFP
- Helen Beichel, ChFCCambridge Investment Research Advisors, INC.
- Robert Schrier, ChFCPark Avenue Securities LLC