Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.40% |
| $7.5M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Maximum annual fee.
Fee Estimator
Fees for pension consulting services are negotiated on a case-by-case basis, depending on the plan size, scope, and complexity of services. The fees are typically based on a percentage of plan assets, but fixed fee arrangements may be available. The maximum annual fee is tiered: 1.00% on the first $1,000,000, 0.80% on $1,000,001 - $2,500,000, 0.60% on $2,500,001 - $5,000,000, 0.40% on $5,000,001 - $7,500,000, 0.30% on $7,500,001 - $10,000,000, and 0.25% over $10,000,000. Fees are deducted quarterly in arrears unless otherwise agreed. The agreement can be terminated with 30 days written notice, with a pro-rata charge for services rendered.
Areas of Practice
Advisor Information
Office location
4585 State Route 39, Berlin, OH, 44610
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
Kobe works as an insurance agent selling life insurance since 2022, dedicating minimal time to this activity. This activity is investment-related.