Joseph Farrell is a CFP-designated registered investment advisor at Brownson, Rehmus & Foxworth, INC., based in White Plains, NY, with 14 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 248 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brownson, Rehmus & Foxworth charges a base fee that is determined by a Principal and approved by the client. The fee is based on factors such as the amount and types of assets, complexity of services, service intensity, degree of custom work, time requirements, number of entities and family members served, ease of interaction, and travel requirements. The base fee typically varies from 0.15% to 1.00% of assets under management or advisement. The fee rate is generally lower for clients with higher amounts of assets and higher for clients with lower amounts of assets. Minimum annual fees tend to start at $25,000.
Location
399 Knollwood Road, Suite 303, White Plains, NY, 10603
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brownson, Rehmus & Foxworth, INC.
State Registrations2 states
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.