Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable and vary based on program. Managed Account Program fees may include an additional 0.10% for each tier.
Fee Estimator
Fees for Private Wealth Management are based on a percentage of assets under management. For the Managed Account Program, an additional 0.10% may be added to each tier. Fees are negotiable and vary based on the program. Fees for strategist, model portfolio, and Meeder Edge consulting services depend on assets under advisement and are individually negotiable. The minimum fee for plan level retirement services is $2,500, with annual management fees ranging from 0.10% to 0.50% of eligible plan assets. The annual management fee for non-proprietary Meeder Retirement Portfolios ranges from 0.50% to 0.75%.
Areas of Practice
Advisor Information
Office location
6125 Memorial Dr, Dublin, OH, 43017
Get directionsRegulatory 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 →Other Business Activities
Joseph has a financial interest as owner of J Lor Fashions Inc., a boutique run by a friend, since 2014. He also owns JSL Associates, LLC, a real estate company owning one property since 2004, and devotes no time to either business.