Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual asset-based fee of up to 1.2% of the account value, covering account reporting, investment advisory services, Financial Advisor compensation, and Pontera. This fee is negotiable and may vary based on circumstances. The Vision Advisory Account Fee is generally billed quarterly in arrears. The value of Unsupervised Assets are excluded from the fee calculation. Clients are also responsible for embedded fees and expenses associated with the Designated Investment Options.
Areas of Practice
Advisor Information
Office location
9999 Carver Road, Blue Ash, OH, 45242
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.
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Adam is the Vice President of the Young Professional Board for Cancer Family Care, a community resource. He volunteers at events and participates in meetings, dedicating minimal time to this activity.