Overview

Headquarters
Cincinnati, OH
Total Firm Assets
$2.5 billion
Average High-Net-Worth Client Portfolio Size
$0.4 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: ADV PART II (2026-09-23) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 0.45%
$1,000,001 and above 0.40%

Stated Minimum Annual Fee: $1,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $4,500 0.45%
$5 million $20,500 0.41%
$10 million $40,500 0.40%
$50 million $200,500 0.40%
$100 million $400,500 0.40%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
79.79%
Number of High-Net-Worth Clients
5,613
Total Client Accounts
6,033
Discretionary Accounts
6,033

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
104946

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

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