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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.50% |
| $1.5M+ | 0.25% |
Fees may be reduced or a fixed rate fee schedule established for certain clients.
Fee Estimator
The standard fee schedule is based on the market value of the client's portfolio. The annual rates are 1.00% on the first $500,000, 0.75% on the next $500,000, 0.50% on the next $500,000, and 0.25% on amounts exceeding $1,500,000. Fees are based on a client’s total relationship with the firm, and for certain clients, fees may be reduced or a fixed rate fee schedule established. There are no account minimums.
Areas of Practice
Advisor Information
Office location
3701 Boardman - Canfield Rd., Suite 1, Canfield, OH, 44406
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
Eric works as a pension consultant for Beard Pension Services, Inc., a third-party administration firm for retirement plans. He consults with small companies and businesses that wish to establish retirement plans for their employees.