Overview

Headquarters
New Philadelphia, OH
Total Firm Assets
$892 million
Average High-Net-Worth Client Portfolio Size
$3.3 million

Fee Disclosure

Source: ADV 2A MAY 2026 (2026-05-29) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 1.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $75,000 1.50%
$10 million $150,000 1.50%
$50 million $750,000 1.50%
$100 million $1,500,000 1.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
69.34%
Number of High-Net-Worth Clients
185
Total Client Accounts
1,818
Discretionary Accounts
1,807
Non-Discretionary Accounts
11

Services Offered

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

Regulatory Filings

SEC CRD Number
108913

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

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