Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.60% |
| $1.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees for Portfolio Management Services are negotiable up to 1.0%.
Fee Estimator
The Financial Masterpiece Program® and SEI programs have the same fee structure: 1.00% of the first $500,000, 0.60% of the next $1,000,000, 0.40% of the next $3,500,000, and 0.25% of assets over $5,000,000. Portfolio Management Services have a negotiable annual fee of up to 1.0%. Insurance consulting fees are the greater of $7,500 per year, 5% of annual insurance premium, or a percentage of the cash value of the policy (1% of the first $500,000,.60% of the next $1,000,000,.40% of the next $3,500,000 and.25% of the cash value of the policy which is over $5,000,000).
Areas of Practice
Advisor Information
Office location
10034 Wellman Road, Streetsboro, OH, 44241
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
Steven is a licensed independent insurance producer, earning commissions from insurance sales.