Overview

Headquarters
Westerville, OH
Total Firm Assets
$101 million
Average High-Net-Worth Client Portfolio Size
$1.9 million

Fee Disclosure

Source: ADV PART 2A-FC WEALTH SOLUTIONS LLC (2026-04-14) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.50%
$2,000,001 $5,000,000 1.00%
$5,000,001 and above 0.85%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $60,000 1.20%
$10 million $102,500 1.02%
$50 million $442,500 0.88%
$100 million $867,500 0.87%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
57.72%
Number of High-Net-Worth Clients
30
Total Client Accounts
416
Discretionary Accounts
416

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
286381
  • ADV PART 2A-FC WEALTH SOLUTIONS LLC (2026-04-14) (fee schedule source) · View brochure text

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

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