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 $500K | 1.85% |
| $500K - $5.0M | 1.65% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management. Financial planning and wealth management services are offered on an hourly (up to $350/hour), flat ($500-$15,000), or ongoing fixed fee ($12,000-$35,000) basis. Portfolio consulting services have an annualized fixed fee up to $2,500. Retirement plan advisory fees are calculated as a fixed dollar amount, an asset-based fee, or a combination. Seminars may cost up to $100 per attendee.
Areas of Practice
Advisor Information
Office location
9035 Sweet Valley Drive, Valley View, OH, 44125
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
Lisa works for Lineweaver Wealth Advisors and Lineweaver Financial Group, providing financial planning, investment management, and client services. These activities each take about half of Lisa's time.