John Joliat is a registered investment advisor at Branch Capital Management, based in Holland, MI, with 13 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 66 clients with $67M 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 $2.0M | 0.80% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.60% |
| $7.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees are negotiable above $10,000,000.
Fee Estimator
Location
17 W. 10th Street, Suite 160, Holland, MI, 49423
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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 →Other Business Activities
John is the owner of SNG Real Estate Holdings, LLC, a real estate investment company. He spends minimal time on this activity.
Employment History
Current Registrations
Branch Capital Management
Previous Registrations
Branch Capital Management
State Registrations1 state
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