About JOEL R. MOGY INVESTMENT COUNSEL INC.
JOEL R. MOGY INVESTMENT COUNSEL INC. is a leading financial advisory firm that has been in business for over 20 years. The firm specializes in providing personalized investment advice and management services to clients to help them achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
Expert Financial Guidance:
JOEL R. MOGY INVESTMENT COUNSEL INC. prides itself on its team of highly skilled and knowledgeable financial advisors who provide expert guidance to clients. They help clients navigate the complex world of investing and make informed decisions based on their individual financial needs and goals.
Customized Investment Plans:
The advisors at JOEL R. MOGY INVESTMENT COUNSEL INC. work closely with clients to understand their unique financial objectives and risk tolerance. Based on this information, they create customized investment plans that are tailored to each client’s specific needs and goals.
Diversified Investment Strategies:
The firm offers a wide range of investment strategies to its clients, including stocks, bonds, mutual funds, and alternative investments. This diversified approach helps to mitigate risk and maximize returns for clients.
Facts and Insights
Assets Under Management:
According to publicly available data, JOEL R. MOGY INVESTMENT COUNSEL INC. has over $500 million in assets under management.
Number of Advisors:
The firm has a team of 15 experienced and qualified financial advisors who work closely with clients to help them achieve their financial goals.
Time in Business:
JOEL R. MOGY INVESTMENT COUNSEL INC. was founded in 1998, which means the firm has been in business for over 20 years.
Financial Services Offered
JOEL R. MOGY INVESTMENT COUNSEL INC. offers a comprehensive range of financial services to its clients, which include:
Investment Management:
The firm provides personalized investment management services to help clients achieve their long-term financial goals.
Retirement Planning:
The advisors at JOEL R. MOGY INVESTMENT COUNSEL INC. assist clients in planning for a financially secure retirement.
Estate Planning:
The firm helps clients develop strategies to protect and transfer their wealth to future generations through effective estate planning.
Client Types
JOEL R. MOGY INVESTMENT COUNSEL INC. serves a diverse client base, including:
Individuals and Families:
The firm works with individuals and families to help them achieve their financial goals and secure their financial future.
Business Owners:
The advisors at JOEL R. MOGY INVESTMENT COUNSEL INC. provide specialized services to business owners, including business succession planning and wealth management.
Institutional Clients:
The firm also serves institutional clients such as pension plans, endowments, and foundations, providing them with customized investment solutions.
Fees & Compensation
JOEL R. MOGY INVESTMENT COUNSEL INC. charges a fee-based compensation structure, which means the firm’s advisors are compensated based on a percentage of the assets under management. This fee structure aligns the advisor’s interests with the clients’ goals, as the advisors’ compensation increases only if the clients’ portfolio grows.
Background
JOEL R. MOGY is the founder of JOEL R. MOGY INVESTMENT COUNSEL INC. He has over 30 years of experience in the financial industry, and his expertise and insights have helped countless clients achieve their financial goals.
Financial Advisor Disclosures to Know
Before deciding to work with any financial advisor, it is important to be aware of their disclosures and potential conflicts of interest. With JOEL R. MOGY INVESTMENT COUNSEL INC., the following disclosures should be noted:
Registered Investment Advisor:
The firm is a registered investment advisor with the Securities and Exchange Commission (SEC), which means it is held to a fiduciary standard and obligated to act in the best interest of its clients.
No Disciplinary Action:
According to the SEC, there have been no disciplinary actions taken against JOEL R. MOGY INVESTMENT COUNSEL INC. or its advisors.
No Disclosure Events:
The firm has no previous client complaints, arbitrations, or civil litigations that must be disclosed to clients.