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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Wealth management fees are based on a percentage of your assets under management, billed quarterly in advance. Fees may be negotiable. The firm also uses independent managers, but the total blended fee will not exceed 2.00% annually. Educational seminars cost up to $149 per individual. A minimum household relationship size of $500,000 is generally required, but the firm may accept clients with smaller amounts at its discretion.
Areas of Practice
Advisor Information
Office location
550 Polaris Parkway, Suite 560, Westerville, OH, 43082
Get directionsRegulatory History
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