| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Cuyahoga Falls, OH
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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 →Ian is a consultant for JDV Consulting LLC, providing services for estate and fixed planning, dedicating a few hours per week. He is also an insurance producer selling fixed indexed annuities, spending minimal time on this activity, and a member of Lifetime Advisors LLC, spending minimal time on board meetings.