Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Wealth advisory clients typically pay an annual investment advisory fee based on a percentage of assets under management. The firm reserves the right to negotiate investment management fees, and fees may vary depending on factors such as account size, services provided, and complexity. Financial, retirement, and estate planning consulting are typically provided at no additional charge. A minimum asset level of $500,000 is requested, but may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
605 South Front Street, Suite 100, Columbus, OH, 43215
Get directionsRegulatory History
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