Bruce
Mizer
The Joseph Group Capital Management
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About this Advisor
Bruce Mizer is a financial advisor based in Columbus, Ohio, working with The Joseph Group Capital Management. Bruce has previously held a position at The Joseph Group Capital Management. Bruce has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Bruce is part of The Joseph Group Capital Management, which operates out of Columbus, Ohio. The firm has 22 employees and manages assets totaling $811.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at The Joseph Group Capital Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Joseph Group Capital Management Brokerage Details
$811,713,398
22
768
$1,056,918
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Bruce Mizer Work History
The Joseph Group Capital Management
Disclosures
Please visit the SEC profile of Bruce Mizer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Joseph Group Capital Management
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
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