Joel Isaacson & Co. provides comprehensive wealth management services, including financial planning, tax advice, and portfolio management. Financial planning includes assessing assets, liabilities, investments, cash flows, tax, retirement, estate, and business plans. Portfolio management involves continuous monitoring of investment strategies, performance reporting, and meetings with the advisory team. JIC typically recommends mutual funds, exchange traded funds, and private investment funds.
Assets Under Management$8B
Clients1,202
Advisors15
Avg. per Client$6.7M
Avg. per Advisor$540M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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