Lineweaver Wealth Advisors
Assets Under Management
$908.4M
Number of Clients
3,539
Number of Advisors
6
Average Client AUM
$257K
AUM per Advisor
$151.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lineweaver Wealth Advisors offers discretionary portfolio management, financial planning, and wealth management services tailored to individual client needs. They also provide retirement plan advisory services to plan sponsors and participants. Investment advice is based on client-provided financial information, and clients are responsible for notifying the firm of any changes.
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% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, as detailed in the fee table. Financial planning and wealth management services are offered on an hourly (up to $350/hour), flat (ranging from $500 to $15,000), or ongoing fee basis (ranging from $12,000 to $35,000 annually). Retirement plan advisory services are calculated as a fixed dollar amount, an asset-based fee, or a combination of both. Sub-advisor fees are separate and in addition to Lineweaver's fees. Investment Advisor Representatives may receive commission-based compensation for the sale of securities or insurance products.
Areas of Practice
Location
9035 Sweet Valley Drive, Valley View, OH, 44125