| Assets Under Management | Annual Fee |
|---|---|
| $0K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
5885 Landerbrook Drive, Suite 110, Cleveland, OH, 44124
Get directionsNo 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 →Liam works as a Financial Analyst at James Reed Financial Services, assisting with financial planning and client services. Liam also works as a Registered Assistant at APW Capital, Inc., a broker-dealer firm; both roles take full-time hours.