Connie Grosser is a registered investment advisor at Horan Wealth, LLC, based in Cincinnati, OH, with 36 years of industry experience. Connie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,317 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HORAN Wealth offers two investment advisory programs, HCA and HSI. Fees are based on a percentage of the value of your account. The exact fee depends on the complexity of your financial situation, the investment services provided, the experience of your advisor, and the total value of assets in your account.
HCA Program:
- First $1,000,000: 1.25% per year
- $1,000,001 - $3,000,000: 1.00% per year
- $3,000,001 - $5,000,000: 0.85% per year
- Greater than $5,000,000: 0.75% per year
HSI Program:
- First $1,000,000: 1.00% per year
- $1,000,001 - $2,000,000: 0.75% per year
- Greater than $2,000,000: 0.70% per year
Location
8044 Montgomery Rd,, Ste 640, Cincinnati, OH, 45236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Horan Wealth, LLC
M Holdings Securities, INC.Broker
Previous Registrations
Horan Wealth Management
Horan Securities, INC.Broker
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Carillon Investments, INC
Carillon Investments, INC.Broker
State Registrations2 states
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