Joseph Batcha is a registered investment advisor at Optimal Capital Advisors, LLC, based in Traverse City, MI, with 22 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 131 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable and may vary based on client circumstances.
Fee Estimator
Location
12935 SW Bayshore Dr, Suite 305, Traverse City, MI, 49684
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2006Other Business Activities
Joseph is the Managing Principal of Optimal Capital Advisors, LLC, which is his primary employment. He is also registered with Wislar Wealth Management as an IAR for investment portfolio review only, with no client contact.
Employment History
Current Registrations
Optimal Capital Advisors, LLC
Previous Registrations
Wislar Wealth Management, LLC
Usf Advisors, LLC
Usf Advisors, LLC
Morgan Stanley
State Registrations1 state
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.