The Retirement Specialist of Central Ohio, LLC provides financial planning and investment advice to individuals, high net-worth individuals, and small business owners. Financial planning includes business planning, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. The firm also offers an online software platform to view asset allocation.
Assets Under Management$15M
Clients72
Advisors1
Avg. per Client$210K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
The firm offers two investment strategies: Circuit Breaker Protocol (CBP) at 2.60% and Bull Bear (BB) at 1.65%. The schedule reflects the higher rate. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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