Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range up to $18,000 for one-time, project-based plans. Ongoing financial planning fees are negotiated. Wealth and investment management fees range from 0.50% to 1.75% or 2.00% annually, based on assets under management and complexity. Fees are negotiable. Retirement plan advisory fees are up to 0.75% annually. Tax preparation and estate planning cost coverage is provided based on assets under management: Up to $2,000 for $0 to $2,999,999, $3,500 for $3,000,000 to $4,999,999, and $7,500 for $5,000,000 and above.
Areas of Practice
Advisor Information
Office location
1991 Crocker Road, Suite 300, Westlake, OH, 44145
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
Joshua is a licensed insurance professional, dedicating minimal time to this activity. He is also a member of the City Church Finance Committee, assisting with budget and cash flow analysis, spending a few hours per week on this.