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
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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
Alyssa is a financial advisor at MGO One Seven DBA Feldmeyer Financial Group, providing financial advice and investment management, including fixed insurance and annuity sales. She also provides consulting services for individuals going through divorce, is a board member for Dayton Children's Hospital, and a national board member for the Institute of Divorce Financial Analysis.