Overview

Headquarters
Cincinnati, OH
Total Firm Assets
$570 million
Average High-Net-Worth Client Portfolio Size
$4.8 million

Fee Disclosure

Source: BRILLIANT ADVICE 2A BROCHURE (2026-05-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 0.90%
$500,001 $1,000,000 0.80%
$1,000,001 $2,000,000 0.70%
$2,000,001 $3,000,000 0.60%
$3,000,001 $4,000,000 0.50%
$4,000,001 $5,000,000 0.40%
$5,000,001 and above 0.30%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $8,500 0.85%
$5 million $30,500 0.61%
$10 million $45,500 0.46%
$50 million $165,500 0.33%
$100 million $315,500 0.32%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
95.83%
Number of High-Net-Worth Clients
113
Total Client Accounts
569
Discretionary Accounts
553
Non-Discretionary Accounts
16

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
282891

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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