Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual fee for comprehensive financial planning and investment management ranges from $10,000 to $15,000, payable monthly or quarterly in advance. Quarterly financial planning is offered for $5,000 annually, payable quarterly in advance. Self-directed financial planning via the Childfree Wealth Academy is $100 monthly. Hourly financial planning ranges from $250 to $750 per hour. Fees are negotiable at the firm's discretion and subject to a 3% inflation rate.
Areas of Practice
Advisor Information
Office location
Sagamore Hills, OH
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 Activities
Brianna is the owner of 46 Blu, dedicating about half of her time to this activity.