Samantha Florio is a registered investment advisor at Gearhart & Associates, based in Cincinnati, OH, with 3 years of industry experience. Samantha 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, Investment Management, and 2 more. Their firm serves 1,694 clients with $720M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
9301 Montgomery Road, Suite 2A, Cincinnati, OH, 45242
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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 →Employment History
Current Registrations
Gearhart & Associates
Previous Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
State Registrations1 state
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