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Joseph Patrick Batcha Iii

OPTIMAL CAPITAL ADVISORS, LLC·TRAVERSE CITY, Michigan
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12935 SW BAYSHORE DR, TRAVERSE CITY, MI 49684CRD# 1286067Firm CRD# 144719
01

About

Joseph Patrick Batcha Iii is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with OPTIMAL CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OPTIMAL CAPITAL ADVISORS, LLC
OPTIMAL CAPITAL ADVISORS, LLC
AUM
$117M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at OPTIMAL CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
Regulatory
SEC/IARD CRD# 1286067
Firm CRD# 144719
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Patrick Batcha Iii offer?
Joseph Patrick Batcha Iii specializes in Financial Planning, Investment Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.
What are Joseph Patrick Batcha Iii's credentials?
Joseph Patrick Batcha Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Patrick Batcha Iii located?
Joseph Patrick Batcha Iii is based in TRAVERSE CITY, Michigan, working with OPTIMAL CAPITAL ADVISORS, LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.
How does Joseph Patrick Batcha Iii charge for services?
Joseph Patrick Batcha Iii's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPTIMAL CAPITAL ADVISORS, LLC?
OPTIMAL CAPITAL ADVISORS, LLC has approximately 3 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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