Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are based on assets under management, with a maximum annual rate of 2.25%. Fees are billed in arrears, monthly or quarterly, based on the average daily market value. Financial planning fees are fixed, subscription-based, hourly, or retainer-based, depending on the plan's complexity. Clients also pay brokerage commissions, custodial fees, and an annual administrative fee of up to $50 per account. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
8170 Corporate Park Drive, Suie 220, Cincinnati, OH, 45242
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 ActivitiesSells Insurance
Colin works as a financial advisor at Victor Gray Financial Services, providing financial planning services since 2020. This takes about half of his time and includes discussing insurance needs with clients, preparing sales materials, and processing paperwork.