AT
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
105 advisors
Number of Clients
5,456 clients
Average Client Portfolio
$889K average
Assets Under Management
$4.8B
Fee Structure
Financial Plan Fee:$100 - $25,000
Hourly Rate:$100 - $500/hr
Investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship. Financial planning is offered on an hourly basis ($100-$500/hour) or fixed fee basis ($100-$25,000 per billing period). Fees are negotiable. Clients using SMArtX also pay a platform fee.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Oneseven
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2022 - October 2024 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2022 - October 2024 · 2 yrs 2 mos
Morgan Stanley
August 2017 - September 2022 · 5 yrs 1 mo
Morgan Stanley Broker
August 2017 - September 2022 · 5 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.