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
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.
| 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 under certain circumstances.
605 South Front Street, Suite 100, Columbus, OH, 43215