Mark Palmer is a registered investment advisor at The Joseph Group Capital Management, based in Columbus, OH, with 26 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 796 clients with $950M 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 $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% |
The Joseph Group reserves the right to negotiate investment management fees. Fees charged to group retirement plan clients are an annual flat percentage of assets or on a tiered schedule (as a percentage of assets) and negotiated on a plan-by-plan basis.
Fee Estimator
Location
605 South Front Street, Suite 100, Columbus, OH, 43215
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Regulatory 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
Mark serves on the Bureau of Workers' Compensation (BWC) Board of Directors, appointed by the Ohio Governor in 2011, as an investment and securities expert. He chairs the Investment Committee and spends about 10-20% of his time on BWC business.
Employment History
Current Registrations
The Joseph Group Capital Management
Previous Registrations
The Joseph Group Capital Management
State Registrations1 state
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