Advisor at Joel R. Mogy Investment Counsel Inc.
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Firm
Joel R. Mogy Investment Counsel Inc.
Location
Beverly Hills, CA 90212-4301
Credentials
CFA®
Industry experience
4 years
Bradford Stelzer is a CFA® charterholder with 4 years of industry experience. He has been with Joel R. Mogy Investment Counsel Inc. since 2004. Joel R. Mogy Investment Counsel Inc. provides discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $2.06 billion across about 237 client relationships, emphasizing long-term, client-oriented advice with a focus on cost-conscious, tax-aware implementation primarily in equities and investment-grade bonds.
$0 - $2 million: 1% $2 million+: 0.5%
Account minimum: $5 million Minimum fee: Preferred minimum annual advisory fee of $25,000 per year, but may accept less under certain circumstances Fee-only: Investment counseling fees calculated quarterly in advance based on AUM; no commissions charged by firm
315 South Beverly Drive, Suite 400
Beverly Hills, CA 90212-4301
California · Texas
Joel R. Mogy Investment Counsel Inc.
2004 - Present (22 years)
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Accountant / CPA / tax prep
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Lawyer
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Verified by Warmer
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