Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are charged based on a flat percentage using account value. Clients who contracted with the Advisor prior to December 19, 2023, are grandfathered under a different fee schedule.
Fee Estimator
Financial planning fees range from $200-$400 per hour, plus a $250 setup fee and $50 monthly fee for ongoing services. Investment management fees are based on a percentage of assets under management. Clients who signed agreements prior to December 19, 2023, have a different fee schedule. Consultation fees range from $200-$400 per hour, with a $5,000 minimum for Delaware Statutory Trusts (DSTs).
Areas of Practice
Advisor Information
Office location
22730 Fairview Center Dr, Suite# 150, Fairview Park, OH, 44126
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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