Brian Lodermeier is a registered investment advisor at Elevated Finance, based in Willard, OH, with 1 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $1.6M 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 $200K | 1.00% |
| $200K - $5.0M | 0.80% |
| $5M+ | 0.60% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
618 W Walton Street, Willard, OH, 44890
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Brian is the owner and CPA at Lodermeier CPA LLC, providing accounting services since 2021. This requires significantly more than full-time work, including during trading hours.
Employment History
Current Registrations
Elevated Finance
State Registrations1 state
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