AB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
1,642 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$4.9B
Fee Structure
Fees for Investment Management and Family Office services are typically billed in advance each quarter, based on the account value at the end of the previous quarter. Our fees, account minimums and their applications to family circumstances are negotiable.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Advisor Information
Office location
1440 Arrowhead Drive, Maumee, OH, 43537
Get directionsRegulatory History
Clean regulatory record
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 Activities
Anna is a Member Specialist at Safe Harbor Lakefront Marina since 2019, assisting in the marina's operation. This takes about 10-20% of Anna's time and is not investment-related.
Employment History
Current Registrations
Tfo Wealth Partners
December 2023 - Present · 2 yrs 1 mo
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.