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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Minimum quarterly fee of $2,500. Minimum account size is $1 million, but lower values may be accepted at the firm's discretion.
Fee Estimator
This firm offers wealth management services that bundle investment management and financial planning together for one fee based on assets under management. The annual fee is 1.00% for the first $2 million, 0.75% for the next $3 million, 0.50% for the next $5 million, and 0.25% thereafter. The minimum quarterly fee for this service is $2,500. The minimum account size for wealth management is $1 million, but they may accept accounts of lower value with a reduced minimum fee at their discretion.
Areas of Practice
Advisor Information
Office location
7755 Montgomery Road, Suite 100, Cincinnati, OH, 45236
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 →