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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for assets over $25,000,000.
Fee Estimator
Fees for advisory services vary based on how services are accessed (workplace or directly), the scope of services, and the level of service chosen. Fees may be subject to negotiation or a flat fee. Wealth planning clients generally pay according to the fee schedule outlined in the brochure. A minimum quarterly fee of $225 may apply for Personal Advisor clients. The firm also charges a one-time initial fee of up to $10,000 for financial plan development and presentation.
Areas of Practice
Advisor Information
Office location
Dublin, OH
Get directionsRegulatory History
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