| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Annual fee is negotiable depending upon the market value of your assets under our management and the specific type of investment management services to be rendered.
1790 Town Park Blvd., Suite K, Uniontown, OH, 44685
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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 →Benjamin is a 50% owner of Grosko Enterprises LLC, a restaurant, and spends minimal time overseeing operations. He also helps run the operations of Integrated Planning, an insurance business, dedicating nearly full-time hours to supervising personnel and agents.