Robert
Upton
The Joseph Group Capital Management
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About this Advisor
Robert Upton is a financial advisor based in Columbus, Ohio, working with The Joseph Group Capital Management. Robert has previously held positions at Schweser Study Program, Upton Financial Education, Kaplan Financial, and The Joseph Group Capital Management. Robert has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Robert 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
Robert Upton Work History
Kaplan Financial
Upton Financial Education
The Joseph Group Capital Management
Schweser Study Program
Disclosures
Please visit the SEC profile of Robert Upton 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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