The Joseph Group Capital Management
Assets Under Management
$947.0M
Number of Clients
796
Number of Advisors
10
Average Client AUM
$1.2M
AUM per Advisor
$94.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Joseph Group provides discretionary investment management and financial planning services. They help clients identify their purpose and use portfolios and planning to fulfill their dreams. Their process involves establishing goals and matching them with investment strategies. They also offer consultation services to plan sponsors of group retirement plans.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Wealth advisory clients typically pay an annual investment advisory fee based on a percentage of assets under management. The firm reserves the right to negotiate investment management fees, and fees may vary depending on factors such as account size, services provided, and complexity. Financial, retirement, and estate planning consulting are typically provided at no additional charge. A minimum asset level of $500,000 is requested, but may be waived at the firm's discretion.
Areas of Practice
Location
605 South Front Street, Suite 100, Columbus, OH, 43215