Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
858 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$100K

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
Investment Management
Loading...

Advisor Information

Office location

8801 Brecksville Road, Brecksville, OH, 44141

Get directions
Regulatory 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
Fifth Third Securities, INC. Broker
August 2021 - Present · 4 yrs 5 mos
Fifth Third Securities, INC.
August 2021 - Present · 4 yrs 5 mos
Previous Registrations
Citizens Investment Services
February 2017 - July 2021 · 4 yrs 5 mos
Citizens Securities, INC. Broker
February 2017 - July 2021 · 4 yrs 5 mos
Prudential Financial Planning Services
January 2016 - February 2017 · 1 yr 1 mo
Pruco Securities, LLC. Broker
December 2015 - February 2017 · 1 yr 2 mos
Edward Jones
January 2013 - November 2015 · 2 yrs 10 mos
Edward Jones Broker
December 2012 - November 2015 · 2 yrs 11 mos
State Registrations4 states
AZCAFLOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.