Todd Walter is a CFP-designated registered investment advisor at The Joseph Group Capital Management, based in Columbus, OH, with 22 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 832 clients with $1.1B 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 $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% |
Fees are negotiable based on factors such as account size, complexity, and additional services provided.
Fee Estimator
Location
605 South Front Street, Suite 100, Columbus, OH, 43215
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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
The Joseph Group Capital Management
Previous Registrations
The Joseph Group Capital Management
Ronald Blue & CO. 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.
Exams
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