Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees are negotiable and charged quarterly in advance, based on the account's value. RBC program fees and managed account fees range from 0.50% to 3% annually, with a minimum annual fee of $125 for RBC programs and $500 for managed accounts. Financial planning fees are negotiated, ranging from $25-$500 hourly or $50-$15,000 flat. Accounts opened mid-quarter are billed pro-rata. There is a $50 administrative fee for accounts closed within the first year.
Areas of Practice
Advisor Information
Office location
4639 Whipple Ave Nw, Canton, OH, 44718
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
Engelbert works for First Merit Bank as a networking technician and provides outside marketing and consulting services. He also sells insurance products on a commission basis, though these are not investment products.