| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The fees are charged based on a flat percentage using account value, as opposed to a tiered rate. The agreed upon fee schedule will be established in the Advisor’s Client Agreement. Fees are paid monthly in arrears.
22730 Fairview Center Dr, Suite# 150, Fairview Park, OH, 44126
Get directionsBrian has two active LLCs: Ellis Financial Services and Ellis Wealth Management LLC. Ellis Wealth Management LLC is used as a pass-through for compensation, but neither LLC is currently offering services.