| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $5.0M | 1.65% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
9035 Sweet Valley Drive, Valley View, OH, 44125
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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 →Jacob works as a financial liaison for Lineweaver Financial Group, Inc. and Lineweaver Wealth Advisors, LLC, both investment-related. These roles take about half of Jacob's time.