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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fee Estimator
For investment management, you'll pay a percentage of your assets under management, billed quarterly in advance. The maximum rate is 1.25% on the first $500,000, 1.00% on the next $1,500,000, and 0.85% on amounts over $2,000,000. Financial planning and consulting services are offered for an hourly fee ($100-$400/hour) or a fixed fee (up to $5,000 or more). A minimum of $500,000 is generally required to open and maintain an advisory account, but this may be waived. Additional fees include brokerage, custodial, and investment company expenses.
Areas of Practice
Advisor Information
Office location
5885 Landerbrook Drive, Suite 110, Cleveland, OH, 44124
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
Liam works as a Financial Analyst at James Reed Financial Services, assisting with financial planning and client services. Liam also works as a Registered Assistant at APW Capital, Inc., a broker-dealer firm; both roles take full-time hours.