Lori Poole is a CFP-designated registered investment advisor at Bartlett & CO. Wealth Management LLC, based in Cincinatti, OH, with 9 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 2,257 clients with $9.4B 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 $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Fees are negotiable. Bartlett does discount or waive fees for employees, family members, or friends of the firm at our sole discretion.
Fee Estimator
Location
600 Vine Street, Suite 2100, Cincinatti, OH, 45202
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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 →Other Business Activities
Lori is a board member of the Alpaugh Family Economics Center, a non-profit for financial education and economic development, since November 2023. She dedicates a few hours per week to this activity, serving on the board of trustees and the annual event planning committee.
Employment History
Current Registrations
Bartlett & CO. Wealth Management LLC
Previous Registrations
Bartlett & CO. LLC
State Registrations1 state
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