Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
379 advisors
Number of Clients
6,706 clients
Average Client Portfolio
$313K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.30%
$100K - $250K1.20%
$250K - $500K1.05%
$500K - $1.0M0.90%
$1M+0.85%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Home Office Osj - Easton, 7 Easton Oval, Columbus, OH, 43219

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History

Regulatory History
Clean regulatory record

No 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 →
Employment History
Current Registrations
First Citizens Investor Services, INC.Broker
October 2025 - Present · 4 mos
Svb Wealth
October 2025 - Present · 4 mos
First Citizens Asset Management, INC
October 2025 - Present · 4 mos
First Citizens Investor Services, INC.
October 2025 - Present · 4 mos
Previous Registrations
Huntington Financial Advisors
October 2013 - September 2025 · 11 yrs 11 mos
The Huntington Investment CompanyBroker
October 2013 - September 2025 · 11 yrs 11 mos
Fragasso Financial Advisors
September 2012 - September 2013 · 1 yr
LPL Financial LLC
March 2012 - July 2013 · 1 yr 4 mos
LPL Financial LLCBroker
March 2012 - July 2013 · 1 yr 4 mos
PNC InvestmentsBroker
February 2005 - February 2012 · 7 yrs
PNC Investments
February 2005 - February 2012 · 7 yrs
Cco Investment Services CORP.
August 2003 - February 2005 · 1 yr 6 mos
Cco Investment Services CORP.Broker
September 2002 - February 2005 · 2 yrs 5 mos
Dreyfus Investment Services Company, LLCBroker
September 2001 - June 2002 · 9 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Cary Lee Beach - Financial Advisor | TrueAdvisor