Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Linear schedules may exist with certain legacy clients, but are no longer available to new clients.
Fee Estimator
Portfolio management fees are based on a tiered schedule (see table). Clients may elect to pay a flat asset-based fee of up to 2.25% annually. Financial planning fees are up to $10,000 for a comprehensive plan, up to $5,000 for modular plans, and $500 per hour. Financial consulting fees are up to $10,000 per quarter on a fixed schedule or $500 per hour. Retirement plan consulting fees are negotiated on a case-by-case basis.
Areas of Practice
Advisor Information
Office location
6200 Rockside Road, Suite 100, Cleveland, OH, 44131
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an independent insurance agent with Vantage Financial Group since 1992, selling various insurance products, and is also a part owner and financial advisor at the same firm since 2016, dedicating full-time hours to these activities. Additionally, Michael co-owns a building and is a director for a professional networking organization, requiring minimal time commitments.