Bollin Wealth Management is a registered investment advisor located in Perrysburg, Ohio, founded in 2004. Led by Phillip E. Bollin, the firm offers continuous investment management and comprehensive financial planning. Investment management services use Modern Portfolio Theory to build diversified portfolios of mutual funds matching client risk tolerances, primarily utilizing custodians such as Charles Schwab and Altruist. Financial planning covers personal records, taxes, cash flow, retirement, and investments, delivered through modular, retainer, or project-based structures. The firm serves individuals, high-net-worth clients, trusts, estates, and corporate retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
For accounts under $500,000, the annual fee may range from 1.1% to 1.25% depending on complexity. All fees may be negotiable under certain circumstances.
