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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fee Estimator
Financial planning fees vary based on the complexity of your situation, ranging from $2,500 to $10,000 in the first year for "Full" plans and $2,500 to $5,000 for "Lite" plans. These fees decrease in subsequent years. Investment advisory fees are based on a percentage of assets managed (see table). Hourly engagements are available at $200 per hour, subject to a minimum fee. Fees may be negotiable depending on the services performed.
Areas of Practice
Advisor Information
Office location
2175 Riverside Drive, Columbus, OH, 43221
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.
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Joel is an owner of Oles & Associates, LLC, an accounting firm, since 1998. He dedicates about half his time to the management and daily operations of the firm.