Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCA charges hourly, fixed, or subscription-based fees for financial planning and consulting, typically ranging from $100 to $750 per hour, $100 to $1,000 monthly, or a fixed fee of $500 to $50,000. Financial institution consulting services are billed at approximately 0.45% to 0.60% annually based on assets under management. The brochure mentions advisory fees based on assets under management, but does not provide a fee table or specific percentages.
Areas of Practice
Advisor Information
Office location
30400 Detroit Road, Suite 201, Westlake, OH, 44145
Get directionsRegulatory History (2)
Customer Dispute
November 2010Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Ashwini is involved in several business activities, including fixed annuity sales, marketing insurance and financial planning services, Medicare Supplement Health Insurance sales, social security planning, and working as a financial advisor. She also sells securities through M Holding Securities, Inc. and receives commissions, spending a few hours per week on this activity.