Caleb Garbuio is a registered investment advisor at Ohio Cu Financial, based in Garfield Heights, OH. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees are generally negotiable. Pension consulting services have a separate fee schedule of 0.75% for the first $500,000 and 0.65% for amounts above $500,000.
Fee Estimator
Location
13623 Rockside Rd, Garfield Heights, OH, 44125
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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
Ohio Cu Financial
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
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