| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Linear Schedules may exist with certain legacy clients, but are no longer available to new clients. Clients may elect to pay a flat asset-based fee of up to 2.25% annually.
6200 Rockside Rd, Cleveland, OH, 44131
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 →Kurt is an independent insurance agent selling fixed annuities, though he spends minimal time on this. He is also a business development director/RR for Vantage Financial Group, a co-owner of 6200 Rockside Road LLC (which owns the building that Vantage Financial Group leases), a youth sports coach, and an investment advisory representative for Vantage Financial Group.