Advisor at Branch Capital Management
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Firm
Branch Capital Management
Location
Holland, MI 49423
Credentials
Series 65
Industry experience
13 years
John Joliat is a financial advisor at Branch Capital Management with 13 years of industry experience. He holds a Series 65 designation and has been with Branch Capital since 2011. Outside of advisory work, he is the owner of SNG Real Estate Holdings, LLC, a real estate investment business. Branch Capital Management serves individual and high-net-worth clients as well as select charitable organizations, managing assets on a discretionary basis for approximately 66 client relationships. The firm employs a proprietary, technically oriented investment approach with frequent asset-allocation adjustments and provides more frequent reporting than typical, focusing on non-transaction-fee mutual funds, ETFs, and occasional individual securities.
$0 - $2,000,000: 0.80% $2,000,000.01 - $4,000,000: 0.75% $4,000,000.01 - $7,000,000: 0.60% $7,000,000.01 - $10,000,000: 0.55% Above $10,000,000+: Negotiable
Account minimum: $100,000 Fee-only: Strictly fee-only investment management firm, no commissions
17 W. 10 Th Street, Suite 160
Holland, MI 49423
Michigan
Branch Capital Management
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Branch Capital Management
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