| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.03% |
| $500K - $1.1M | 0.03% |
| $1.1M - $2.0M | 0.02% |
| $2M+ | 0.01% |
Fees are subject to negotiation depending on specific circumstances.
1301 East 9th Street, Suite 3700, Cleveland, OH, 44114
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Brian is the Executive Director of the Joan C Edwards Charitable Foundation and Chairperson of the Board of Trustees for the Cleveland School of Science & Medicine, each taking a few hours per week. He is also the sole member of Heights Audio LLC and Heights BBQ Association LLC, each requiring minimal time.