Joseph Storzinger
Joseph Storzinger is a registered investment advisor at Ibn Financial Services, INC, based in Holbrook, NY, with 27 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 768 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IBN Financial Services charges a percentage of the value of your investments each year. This fee generally ranges from 0.50% to 2.00%. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees above 2% require compliance approval. There may be additional fees charged by the custodian or separate account managers.
Location
Holbrook, NY
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2024Customer Dispute
June 1997Other Business Activities
Joseph is the 100% owner of JD Prosperities, Inc., a holding company, dedicating minimal time. He also serves on the board of directors and owns 3% of JSJ Energy Ventures, Inc., an energy consulting firm, and acts as a strategic advisor for Harlem Standard Equity, a real estate consulting firm, spending minimal time on each.
Employment History
Current Registrations
Ibn Financial Services, INC.Broker
Ibn Financial Services, INC.
Ibn Advisory Services, INC.
Previous Registrations
Traderfield Securities INC.Broker
American Portfolios Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
The J.B. Sutton Group, LLCBroker
Stratton Oakmont INC.Broker
State Registrations1 state
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.