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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
Fee Estimator
You'll pay an annual fee based on the value of your account. The fee is 1.50% on the first $250,000, 1.40% on the next $250,000, 1.30% on the next $250,000, and 1.10% thereafter. There is a minimum quarterly fee of $500 for accounts with an Investment Objective of Total Return, Income Oriented, Socially Conscious and Tax Aware. For an account with an Investment Objective of EnFocus ™, the minimum quarterly fee is $250. For a Companion Account with an Investment Objective of EnFocus ™, the minimum quarterly fee is $75. The W&S Wealth Solutions Fee is charged to your account each quarter, in advance.
Areas of Practice
Advisor Information
Office location
Riverview Building, 1000 East Main Crross, Suite 103, Findlay, OH, 45840
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
Bryan is a full-time agency manager at Western Southern Life. He is also a board member of the BGSU Insurance Advisory Board and VP of Public Relations for Westgate Toastmasters Club, dedicating a few hours per week to the latter.