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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.40% |
| $7.5M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Maximum annual fee.
Fee Estimator
Fees for pension consulting services are negotiated on a case-by-case basis, depending on the plan size, scope, and complexity of services. The fees are typically based on a percentage of plan assets, but fixed fee arrangements may be available. The maximum annual fee is tiered: 1.00% on the first $1,000,000, 0.80% on $1,000,001 - $2,500,000, 0.60% on $2,500,001 - $5,000,000, 0.40% on $5,000,001 - $7,500,000, 0.30% on $7,500,001 - $10,000,000, and 0.25% over $10,000,000. Fees are deducted quarterly in arrears unless otherwise agreed. The agreement can be terminated with 30 days written notice, with a pro-rata charge for services rendered.
Areas of Practice
Advisor Information
Office location
4585 S.R. 39, Berlin, OH, 44610
Get directionsRegulatory History (1)
Customer Dispute
November 2017Other Business ActivitiesSells Insurance
Andrew is an agent at Hummel Group, Inc. selling life insurance, dedicating nearly full-time hours to this role. He is also an investment advisor representative at Hummel Wealth Management, spending about a quarter of his time on investment advisory activities, and owns rental property, requiring minimal time. Finally, Andrew is a fiscal officer for Sugarcreek Township, spending a few hours per week on bookkeeping.