Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0% to 2% annually based on assets under management, depending on the third-party program used and the scope of the engagement. For co-advisory or sub-advisory arrangements, clients are generally charged 1.5% annually. Financial planning fees range from $1,500 to $5,000, or hourly fees range from $100 to $300 per hour, depending on the complexity of the services. A minimum investment of $100,000 is generally required.
Areas of Practice
Advisor Information
Office location
700 Stonehenge Parkway, Suite B, Dublin, OH, 43017
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 the president of One Resource Group Wealth Management, LLC, an insurance business, and spends about a quarter of his time writing checks and handling insurance matters. He also dedicates about a quarter of his time to The Pension Group, focusing on pension planning, investments, financial planning, and income planning.