Joel Siefert is a CFA-designated registered investment advisor at Johnson Investment Counsel, INC., based in Dayton, OH, with 13 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,470 clients with $23B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Some clients with established relationships prior to April 15, 2026, as well as certain institutional accounts and family office accounts, may be subject to a different fee schedule. Fees may be negotiated in limited circumstances for fixed-fee asset management.
Fee Estimator
Location
40 Main Street, Suite 2110, Dayton, OH, 45423
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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
Johnson Investment Counsel, INC.
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.
Exams
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