| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable and vary based on program. Managed Account Program may include an additional 0.10% for each tier.
6125 Memorial Dr, Dublin, OH, 43017
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 →