| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
2175 Riverside Drive, Columbus, OH, 43221
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Learn about disclosures →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.