Brian Hider is a CFA-designated registered investment advisor at Tempo Wealth, based in Independence, OH, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 112 clients with $220M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $6.0M | 1.00% |
| $6.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees are negotiable for accounts over $20M. There are different rates for wealth management with financial planning versus investment management only. Wealth Management with Financial Planning: - First $1M: 1.0% - $1M-$3M: 1.0% - $3M-$6M: 0.90% - $6M-$10M: 0.80% - $10M-$20M: 0.60% - Over $20M: Negotiable
6133 Rockside Road, Building Ii, Suite 400, Independence, OH, 44131
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