Joel Guth is a registered investment advisor at Gryphon Financial Partners, based in Columbus, OH, with 31 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 941 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gryphon Financial Partners charges a percentage of your portfolio each year. The exact fee is negotiable and depends on the size of your account, the types of investments used, and the investment strategy. Clients invested in the Gryphon Global Equity strategy will be subject to an additional annual advisory fee up to 0.125%, but the annual advisory fees charged by Gryphon will not exceed 1.5%.
Location
325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215
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Regulatory History (1)
Customer Dispute
March 2002Other Business Activities
Joel is President of Gryphon Capital Partners, LLC (since June 2018) and Gryphon Normandy Partners, LLC (since June 2019). He also serves as Manager and Member of Gryphon Normandy Manager, LLC (since June 2019) and Grandview Partners Warehouse I, LLC (since November 2022); all these activities are investment-related and require minimal time.
Employment History
Current Registrations
Gryphon Financial Partners
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.