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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.50% |
| $8.0M - $18.0M | 0.60% |
| $18.0M - $23.0M | 0.40% |
| $23M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Investment management fees for SDWMA Personal Financial Services are based on a percentage of assets under management. For accounts over $1,000,000, the annual fee starts at 1.00% on the first $1,000,000. Fees may be negotiable. Financial planning services are generally included for investment management clients with household assets above $1,000,000. Otherwise, financial planning fees may be charged as a fixed fee or hourly rate ($250-$350/hour). Retirement Solutions fees range from 0.20% to 1.00% of AUM or are negotiable as a flat or project fee. SD Advantage IRA Platform fees will not exceed 0.75% annually and may be negotiated.
Areas of Practice
Advisor Information
Office location
65 East State St., Suite 2000, Columbus, OH, 43215
Get directionsRegulatory History (1)
Criminal
November 1996Other Business ActivitiesSells Insurance
Kyle is an independent insurance agent with Schneider Downs Insurance Advisors since 2000, dedicating about 10-20% of his time. He is also a corporate employee providing investment advisory services with Schneider Downs Wealth Management Advisors and a registered representative with SagePoint Financial, Inc.