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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees may be negotiable under certain circumstances. Minimum annual fee of $5,000 for directly managed accounts, but this may be negotiable or waived.
Fee Estimator
For directly managed accounts, fees are based on a percentage of assets under management, as detailed in the fee table. The minimum annual fee for directly managed accounts is $5,000, but this may be negotiable or waived. For held away accounts, the annual fee is 1.00% of assets. Initial consultation fees range from $750 to $25,000, but are waived if the client engages in asset management and financial planning services. Retirement plan consulting fees will not exceed 1.00% of managed plan assets. Clients will also incur transaction charges and may pay holdings charges imposed by the custodian. Donor-advised fund fees are tiered, ranging from 0.10% to 0.65%.
Areas of Practice
Advisor Information
Office location
7530 Lucerne Dr, Suite 400, Middleburg Heights, OH, 44130
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