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 - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Wealth advisory clients typically pay an annual investment advisory fee based on a percentage of assets under management. The firm reserves the right to negotiate investment management fees, and fees may vary depending on factors such as account size, services provided, and complexity. Financial, retirement, and estate planning consulting are typically provided at no additional charge. A minimum asset level of $500,000 is requested, but may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
605 South Front Street, Suite 100, Columbus, OH, 43215
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 Activities
Mark serves on the Bureau of Workers' Compensation (BWC) Board of Directors, appointed by the Ohio Governor in 2011, as an investment and securities expert. He chairs the Investment Committee and spends about 10-20% of his time on BWC business.