| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable and vary based on program. Managed Account Program may include an additional 0.10% for each tier.
6125 Memorial Dr, Dublin, OH, 43017
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Learn about disclosures →Joseph has a financial interest as owner of J Lor Fashions Inc., a boutique run by a friend, since 2014. He also owns JSL Associates, LLC, a real estate company owning one property since 2004, and devotes no time to either business.