The Joseph Group Capital Management offers personalized investment management and financial planning services for individuals, families, businesses, trusts, and charities. The firm helps clients identify their life goals and matches those objectives with tailored investment strategies, ranging from conservative income portfolios to aggressive growth strategies. In addition to managing investment portfolios, The Joseph Group Capital Management provides financial planning covering retirement, college funding, cash flow, taxes, insurance, and estate planning at no additional charge for wealth advisory clients. The firm emphasizes a disciplined approach to asset allocation and risk management, utilizing a mix of mutual funds, exchange-traded funds, and individual stocks. Clients typically work with a dedicated team of professionals holding credentials such as Certified Financial Planner and Chartered Financial Analyst.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.20% |
Fees are negotiable based on factors such as account size, complexity, and additional services provided.