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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a Client-by-Client basis.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets under management, determined on a client-by-client basis, not exceeding 2.25%. If a third-party money manager is used, clients will incur a separate fee charged by that manager. Financial planning and consulting fees are either flat ($500-$10,000) or hourly ($175-$250/hour). Flat fees can also be calculated as a percentage of assets under management (0.20%-0.50%).
Areas of Practice
Advisor Information
Office location
116 Cleveland Ave, N.W., Ste 317, Canton, OH, 44702
Get directionsRegulatory History (3)
Employment Separation After Allegations
May 2013Customer Dispute
August 2010Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Robert is a tax preparer for Milan & Associates LLC, dedicating minimal time to this role. He is also an Investment Advisor Representative with TCFG Investment Advisors, LLC and an insurance agent with TCFG Insurance Solutions, LLC.