Brian Eberhardt is a registered investment advisor at Fidato Wealth LLC, based in Middleburg Heights, OH, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 303 clients with $510M 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 $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% |
Held away accounts are charged 1.00% annually. Minimum annual fee is $5,000 for directly managed accounts. Fees rarely negotiated.
Fee Estimator
Location
7530 Lucerne Dr, Suite 400, Middleburg Heights, OH, 44130
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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
Fidato Wealth LLC
State Registrations1 state
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Exams
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