Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for individual portfolio management range from 0.80% to 1.00% annually, depending on several factors. Retirement account management fees are 0.40% annually. Financial planning fees are based on an hourly rate of $100.00 to $200.00 per hour, depending on personnel experience. Tax preparation and planning fees are also billed hourly at $100.00 to $200.00 per hour. A minimum account value of $100,000 is required, but clients may alternatively elect to pay a minimum annual fee of $800.
Areas of Practice
Advisor Information
Office location
110 W Streetsboro St., Suite 1A, Hudson, OH, 44236
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
David is involved in several outside business activities, including farming operations in Nebraska and Illinois, real estate rental in Michigan, and a single-member LLC for tax/investment purposes in Chicago. These activities require minimal time commitment.