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JB
CFP
JB
CFP

John Bach

Invest Capital Partners
18 Years of Experience
Springboro, OH
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

John Bach is a CFP-designated registered investment advisor at Invest Capital Partners, based in Springboro, OH, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 661 clients with $270M in assets under management.

Invest Capital Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
661 clients
Average Client Portfolio
$411K average
Assets Under Management
$271.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K2.25%
$250K - $1.0M2.00%
$1M+1.75%

Fees are negotiable. Family member accounts may be combined to qualify for lower breakpoints.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

550 S. Main Street, Springboro, OH, 45066

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2018
Employment Separation After Allegations
March 2012
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is involved in several business activities, including Midwestern Wealth Management, Boilermaker Wealth Management LLC, Midwestern Insurance Management, Invest Capital Partners, and Riverview Accounting & Advisory. He dedicates a significant amount of time to Invest Capital Partners (about three-quarters of his time) and a few hours per week to Midwestern Insurance Management.

Employment History
Current Registrations
Invest Capital Partners
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
L.M. Kohn & CompanyBroker
February 2019 - July 2022 · 3 yrs 5 mos
Harbor Financial Services, LLCBroker
March 2017 - February 2018 · 11 mos
Bond Tech INC
March 2017 - January 2023 · 5 yrs 10 mos
Raymond James Financial Services Advisors, INC
October 2015 - April 2017 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
October 2015 - March 2017 · 1 yr 5 mos
Raymond James & Associates, INC.
February 2013 - October 2015 · 2 yrs 8 mos
Raymond James & Associates, INC.Broker
February 2013 - October 2015 · 2 yrs 8 mos
Morgan Keegan & Company, INC.
March 2012 - February 2013 · 11 mos
Morgan Keegan & Company, INC.Broker
March 2012 - February 2013 · 11 mos
Morgan Stanley Smith Barney LLC
October 2009 - April 2012 · 2 yrs 6 mos
Morgan Stanley Smith BarneyBroker
October 2009 - April 2012 · 2 yrs 6 mos
Cfd Investments, INC.Broker
July 2008 - November 2009 · 1 yr 4 mos
Creative Financial Designs, INC.
July 2008 - November 2009 · 1 yr 4 mos
Waddell & Reed, INC.
March 2008 - July 2008 · 4 mos
Waddell & Reed, INC.Broker
February 2008 - July 2008 · 5 mos
State Registrations7 states
ALCAFLILINMIOH
Advisor

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
No exam information available for this advisor.
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