A complete list of active advisors currently associated with Joselit Asset Management
Warmer can help you find a great advisor at Joselit Asset Management or one who fits your needs even better.
Joselit Asset Management provides portfolio management and related advisory services primarily to high‑net‑worth individuals, operating under percentage‑of‑assets‑under‑management fee arrangements typical for this advisor category. The firm's Form ADV shows it manages about $67 million for 22 clients through a two‑advisor team. The firm conducts ongoing account reviews and delivers individualized portfolio management tailored to each client’s circumstances, rather than broad, mass‑market programs. Its compact advisory team and small client roster support a more concentrated service model and frequent advisor contact. Notably, Joselit does not accept individual clients who do not meet high‑net‑worth thresholds, a practice that is uncommon among similar supported firms. Combined with a relatively high level of assets per client, the firm’s structure points to a focus on a limited number of wealthier households instead of a wider retail client base.
To learn more about the advisors currently working at Joselit Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Northbrook, IL
| 15
| |
Phoenix, AZ
| 11
|
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