Abbey Ciancutti is a CFP-designated registered investment advisor at Bollin Wealth Management, LLC, based in Perrysburg, OH, with 5 years of industry experience. Abbey 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, Insurance Planning, and 3 more. Their firm serves 234 clients with $150M 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 $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
For accounts under $500,000, the annual fee may range from 1.1% to 1.25% depending on complexity. All fees may be negotiable under certain circumstances.
Fee Estimator
Location
842 W. South Boundary St., Perrysburg, OH, 43551
Get directionsHistory
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
Abbey works as a financial consultant with another registered representative at DeVerna & Co Financial, meeting with clients to assess their financial needs. This activity is investment-related and takes up a full-time commitment.
Employment History
Current Registrations
Bollin Wealth Management, LLC
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
W&s Brokerage Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Phillip Bollin, CFPBollin Wealth Management, LLC
- George DamascoBollin Wealth Management, LLC
- Joshua Rochon, CFPAan Wealth Advisors LLC
- Brian Hughes, CFPHughes Financial Group, LLC
- Robert Schoonmaker, CFP
- Lindsay Buker, CFPRaymond James Financial Services Advisors, INC