| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees and services may be negotiable based on client type, asset class, pre-existing relationship, portfolio complexity and account size or other special circumstances or requirements.
255 East Fifth Street, Suite 2700, Cincinnati, OH, 45202
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Learn about disclosures →John is a registered representative with Quasar Distributors, LLC, which is not affiliated with Bahl & Gaynor, Inc., or its affiliates.