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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Fees may be negotiable for household accounts aggregating more than $3,000,000.
Fee Estimator
The annual investment advisory fee is based on the market value of your managed account and billed quarterly. The fee is 0.90% on the first $1,000,000, 0.80% on the next $1,000,000, and 0.65% on all funds thereafter. The minimum annual fee is $750, which may be waived. Fees are prorated for deposits, withdrawals, and terminations. Fees may be negotiable for household accounts aggregating more than $3,000,000.
Areas of Practice
Advisor Information
Office location
4200 Malsbary Road, Cincinnati, OH, 45242
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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