| 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.
9035 Sweet Valley Drive, Valley View, OH, 44125
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Learn about disclosures →James is the President of Lineweaver Financial Group, where he manages the firm and sells insurance products and investments, taking about half of his time. He also owns multiple rental properties and LFG Tax Services, LLC, dedicating minimal time to each.