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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.45% |
| $12.5M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.35% |
| $20.0M - $30.0M | 0.30% |
| $30.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees are negotiable in certain instances. Some Client’s may pay higher or lower fees than shown below.
Fee Estimator
Fees are based on the client's plan assets and are billed quarterly in arrears. The firm may charge a minimum annual fee, and fees are negotiable in certain instances. Some clients may pay higher or lower fees than shown in the fee schedule. These fees are separate from charges assessed by third parties such as broker-dealers, custodians, and mutual fund companies.
Areas of Practice
Advisor Information
Office location
6060 Parkland, Suite 200, Cleveland, OH, 44124
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
John is a partner in Inverness Holdings and Inverness Holdings LLC, and a direct owner of Inverness Advisors Inc. He is also involved with Concepts 4 Life Insurance Agency Inc., is a trustee for multiple trusts, manages real estate rentals, and is a board member for Gold Zone Real Estate Fund.