DG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
19 advisors
Number of Clients
1,778 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
Financial Plan Fee:From $3,000
Hourly Rate:Up to $500/hr
Comprehensive Portfolio Management fees range from 0.20% to 2.00% annually, depending on account size and complexity. Fees are negotiable and may be charged at a flat rate. Financial planning and retirement plan consulting are billed hourly (up to $500/hour) or as a flat fee (minimum $3,000). OCIO services range from 0.20% to 0.70% annually. Tax preparation has a minimum fee of $500. A household administration fee of $15 per month may apply.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Strategic Wealth Partners, Ltd.
October 2011 - Present · 14 yrs 3 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.