The Joseph Group helps clients identify their purpose and uses investment portfolios and financial planning to help them live out that purpose and fulfill their dreams. They offer discretionary investment management and financial planning services covering retirement, college funding, cash flow, tax, insurance, and estate planning. The Joseph Group also provides consultation services to plan sponsors of group retirement plans.
Assets Under Management$950M
Clients796
Advisors10
Avg. per Client$1.2M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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% |
The Joseph Group reserves the right to negotiate investment management fees. Fees charged to group retirement plan clients are an annual flat percentage of assets or on a tiered schedule (as a percentage of assets) and negotiated on a plan-by-plan basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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