Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for the Passageway Managed Account Program are based on a percentage of assets under management. The specific fee schedule is detailed on pages 46-49. The minimum account size for the Passageway One Program is $100,000, but individual Portfolio Managers may have higher minimums.
Areas of Practice
Advisor Information
Office location
7810 Tylersville Square Drive, West Chester, OH, 45069
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 Activities
Abby is the Director of Operations at OI Medical Aesthetics, a medical spa. She spends a few hours per week on this activity, which is not securities related and will not interfere with her duties at the firm.