Joel R. Mogy Investment Counsel Inc. offers ongoing, personalized investment advice and manages client portfolios based on individual needs. They work with individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm develops tailored investment strategies through personal discussions to establish goals and objectives based on a client's circumstances.
Assets Under Management$2.1B
Clients257
Advisors3
Avg. per Client$8M
Avg. per Advisor$690M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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