PCA charges hourly, fixed, or subscription-based fees for financial planning and consulting, typically ranging from $100 to $750 per hour, $100 to $1,000 monthly, or a fixed fee of $500 to $50,000. Financial institution consulting services are billed at approximately 0.45% to 0.60% annually based on assets under management. The brochure mentions advisory fees based on assets under management, but does not provide a fee table or specific percentages.
30400 Detroit Road Suite 201, Westlake, OH, 44145
Get directionsNo 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 →