Joint Financial LLC is a registered investment advisor founded in 2026 and based in New Jersey. The firm offers personalized investment management and financial planning services to individuals and high-net-worth individuals. Joint Financial operates as a registered investment advisor legally required to act in your best interest, meaning they are compensated solely by client fees and do not accept commissions for selling financial products. Investment management services include building customized portfolios using stocks, bonds, mutual funds, and exchange-traded funds based on your personal risk tolerance and goals. Financial planning covers a broad range of topics, including retirement planning, tax strategies, estate planning, cash flow and debt management, employee benefits optimization, and business planning. Clients can choose ongoing financial planning or project-based planning engagements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and based on a percentage of the value of your portfolio.