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 $500K | 1.85% |
| $500K - $5.0M | 1.65% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management. Financial planning and wealth management services are offered on an hourly (up to $350/hour), flat ($500-$15,000), or ongoing fixed fee ($12,000-$35,000) basis. Portfolio consulting services have an annualized fixed fee up to $2,500. Retirement plan advisory fees are calculated as a fixed dollar amount, an asset-based fee, or a combination. Seminars may cost up to $100 per attendee.
Areas of Practice
Advisor Information
Office location
9035 Sweet Valley Drive, Valley View, OH, 44125
Get directionsRegulatory History (1)
Customer Dispute
April 2014Other Business ActivitiesSells Insurance
Mark works as a registered representative for Lineweaver Financial Group, selling investments and insurance, and as an investment advisor representative for Lineweaver Wealth Advisors, focusing on portfolio management and consultation. Both activities take about half of Mark's time.