Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship. Financial planning is offered on an hourly basis ($100-$500/hour) or fixed fee basis ($100-$25,000 per billing period). Fees are negotiable. Clients using SMArtX also pay a platform fee.
Areas of Practice
Advisor Information
Office location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
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.
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Anne is a freelance writer since 2010, dedicating about 10-20% of her time. She also spends minimal time on Created Studios LLC, Anne B, Johnston Speaking, and Anne Bollin Music / Fin Rock for creating educational tools, speaking engagements, and music composition/performance, respectively.