Bruce Mizer is a registered investment advisor at The Joseph Group Capital Management, based in Columbus, OH, with 24 years of industry experience. Bruce 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
Get directionsHistory
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 →Employment History
Current Registrations
The Joseph Group Capital Management
Previous Registrations
The Joseph Group Capital Management
Mizer Financial Services, LLC
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.