Joel Mogy
Joel Mogy is a CFA-designated registered investment advisor at Joel R. Mogy Investment Counsel INC., based in Beverly Hills, CA, with 8 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 257 clients with $2.1B 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% |
| $2M+ | 0.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Location
315 South Beverly Drive, Suite 400, Beverly Hills, CA, 90212-4301
Get directionsHistory
Regulatory History (1)
Regulatory
May 2001Other Business Activities
Joel serves as a trustee for selected clients, providing professional fiduciary services. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Joel R. Mogy Investment Counsel INC.
Previous Registrations
Joel R. Mogy Investment Counsel INC.
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.