| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $500K - $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Certain existing or legacy clients may be billed under a prior fee schedule.
5003 Horizons Dr., Suite 200, Columbus, OH, 43220
Get directionsAdam started his career in 2001 and has been named one of Central Ohio's "People to Know by Columbus Business First. He was honored as a "Five Start Wealth Manager" by Five Star Professionals in Columbus Monthly Magazine, is a recipient of the 2011 Business First Greater Columbus "Forty Under 40" award, 5 time winner of Columbus CEO Magazine's "Best of Business" awards (winning "Best Financial Advisory Firm"), and was the 2011 small business winner of the Better Business Bureau's "Torch Award for Ethics & Trust."