Joe Mesenburg is a registered investment advisor at JR Mesenburg and Associates, LLC, based in Columbus, OH, with 13 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 34 clients with $120M 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 $250K | Included |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fee schedule is for equity and balanced portfolios. Fixed income portfolios have a different fee schedule: 0.75% of 1.00% on the first $5,000,000, 0.50% of 1.00% on the next $10,000,000, and negotiated in excess of $15,000,000.
Fee Estimator
Location
96 Northwoods Blvd., Columbus, OH, 43235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
JR Mesenburg and Associates, LLC
State Registrations1 state
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