| 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
Get directionsMark works as a registered representative for Lineweaver Financial Group, selling investments and insurance, and as an investment advisor representative for Lineweaver Wealth Advisors, focusing on portfolio management and consultation. Both activities take about half of Mark's time.