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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Linear schedules may exist with certain legacy clients, but are no longer available to new clients.
Fee Estimator
Portfolio management fees are based on a tiered schedule (see table). Clients may elect to pay a flat asset-based fee of up to 2.25% annually. Financial planning fees are up to $10,000 for a comprehensive plan, up to $5,000 for modular plans, and $500 per hour. Financial consulting fees are up to $10,000 per quarter on a fixed schedule or $500 per hour. Retirement plan consulting fees are negotiated on a case-by-case basis.
Areas of Practice
Advisor Information
Office location
6200 Rockside Road, #100, Cleveland, OH, 44131
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
William works as an investment advisor under Vantage RIA and is also a financial advisor/owner at Witt & Moss Financial Partners, LLC, dedicating full-time hours to this role. Additionally, William serves on the finance committee for the United Church of Christ, spending minimal time on this activity.