| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees may be negotiable under certain circumstances.
7530 Lucerne Drive, Suite 400, Middleburg Heights, OH, 44130
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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 →Anthony is the owner and president of Fidato Wealth LLC since 2008, which is also a licensed insurance agency. As a licensed insurance agent, Anthony spends minimal time utilizing fixed life insurance products when it meets a client's needs.