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 - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees negotiable for assets over $25,000,000.
Fee Estimator
Vawter Financial charges either a flat fee or a percentage of assets under management for their wealth advisory service. The flat fee ranges from $5,000 to $50,000 annually, based on client complexity. Alternatively, clients can choose a tiered fee based on AUM (see table). The minimum value to open and maintain an investment account is $200,000. Retirement plan consulting is billed hourly (up to $400/hour) or as a flat fee ($750 to $10,000).
Areas of Practice
Advisor Information
Office location
1161 Bethel Road, Suite 304, Columbus, OH, 43220
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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