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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Below $500,000 incurs a minimum client fee of $5,000 per year. Fees may be negotiable at the discretion of the adviser.
Fee Estimator
You'll pay an annual fee based on the size of your investment portfolio. For accounts below $500,000, there is a minimum annual fee of $5,000. Fees are negotiable at the adviser's discretion. The professional advisory relationship may be terminated with 30 days' written notice, and a pro-rata refund will be given.
Areas of Practice
Advisor Information
Office location
8840 Cincinnati-Dayton Road, West Chester, OH, 45069
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
Ryan works as a Financial Aid Support Specialist at Regent University, assisting students and academic advisors. This role takes up a full-time commitment overall, with about a third of his time dedicated during trading hours.