Joel Oles is a PFS-designated registered investment advisor at The Sherrington Group, based in Columbus, OH, with 17 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 97 clients with $93M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fee Estimator
Location
2175 Riverside Drive, Columbus, OH, 43221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joel is an owner of Oles & Associates, LLC, an accounting firm, since 1998. He dedicates about half his time to the management and daily operations of the firm.
Employment History
Current Registrations
The Sherrington Group
State Registrations1 state
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