Shoreglass Financial Studio is a registered investment advisor based in Toledo, Ohio, offering personalized investment management and financial planning services. Shoreglass Financial Studio combines ongoing portfolio management with financial planning to help clients align their investments with their broader goals, time horizon, tax situation, and risk tolerance. The firm uses fundamental analysis and long-term investment strategies, including exchange-traded funds, mutual funds, individual stocks, and third-party model portfolios. In addition to comprehensive wealth management, Shoreglass Financial Studio offers ongoing standalone financial planning (known as Foundations) and project-based, one-time financial planning services. The firm does not impose a minimum account size and operates on a fee-only basis, meaning it does not earn commissions or product-based compensation.
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% |
Household assets may be aggregated to determine breakpoints. Billed monthly in advance.