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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees negotiable for accounts over $100 million.
Fee Estimator
Fees are based on a percentage of assets under management. For portfolio management, fees are tiered, decreasing as assets increase. Life Planning & Wealth Advisory Services are charged a flat fee or a percentage of assets based on the scope of the engagement. Corporate Retirement Planning fees are also tiered. Fees may be negotiable for accounts over $100 million. Sub-advised strategies have additional fees.
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 self-employed and involved in fixed insurance sales. This activity requires minimal time.