Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range up to 2.05% annually, depending on account size and complexity. Sub-advisor fees can be up to 1.05%. A technology fee of up to $150/year may be charged. Financial planning is billed hourly at $150-$250/hour, with a minimum charge of $500. Referral advisor fees may range up to 2.65%.
Areas of Practice
Advisor Information
Office location
Liberty Twnshp, OH
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
Dale is an assistant for tax preparation services, a Vice President for Interactive Financial Services, and the owner of Dad's Home Maintenance. The tax preparation and home maintenance activities are not investment related.