| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $5.0M | 1.65% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
9035 Sweet Valley Drive, Valley View, OH, 44125
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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 →Ryan works as an investment advisor representative (IAR) for Lineweaver Wealth Advisors and as an agent for Lineweaver Financial Group and Fixed Insurance, providing fixed insurance advice. He also works with Purshe Kaplan Sterling Investments; each of these activities takes about a quarter of Ryan's time.