John Bach
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 Financial Planning & Coaching, Investment Management. Their firm serves 661 clients with $270M 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 $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Advisory fee is negotiable depending on individual client circumstances. At their discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
550 S. Main Street, Springboro, OH, 45066
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2018Employment Separation After Allegations
March 2012Other 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
Previous Registrations
L.M. Kohn & CompanyBroker
Harbor Financial Services, LLCBroker
Bond Tech INC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations7 states
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.