Joselit Asset Management actively manages client brokerage accounts, trading in stocks, bonds, and options. Joselit Asset Management helps individual clients with education and retirement account decisions, and can also help clients prepare personal balance sheets and income statements. Advisory services are tailored to the individual needs and desires of clients through consultations and a comprehensive overview of their financial position and goals. Clients may impose restrictions on investments.
Assets Under Management$67M
Clients24
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $18.0M | 0.70% |
| $18.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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