Brandon Steinhagen
Brandon Steinhagen is a CFP, ChFC-designated registered investment advisor at Elios Financial Group, INC., based in Westlake, OH, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 283 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts above $5,000,000. In addition to the investment management fee, the client pays an annual program fee of 0.25%, which may be waived.
Fee Estimator
Location
30700 Center Ridge Road, Suite A, Westlake, OH, 44145
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Regulatory History
No 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 →Employment History
Current Registrations
Elios Financial Group, INC.
Previous Registrations
Dbk Financial Counsel, LLC
State Registrations1 state
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