Joshua Peltz is a CFP-designated registered investment advisor at Joel Isaacson & CO., LLC, based in New York, NY, with 4 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,202 clients with $8B 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
Fee Estimator
Location
546 Fifth Avenue, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Joel Isaacson & CO., LLC
State Registrations1 state
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