Return on Life Wealth Partners Fees & Minimum

Overview

Headquarters: Cleveland, OH
Total Firm Assets: $473 million
Average High-Net-Worth Client Portfolio Size: $3.9 million

Fee Disclosure

Source: ADV PART 2A (2026-02-25) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$1,000,000	1.25%
$1,000,001	$3,000,000	1.10%
$3,000,001	$4,000,000	1.00%
$4,000,001	$6,000,000	0.90%
$6,000,001	$10,000,000	0.80%
$10,000,001	$15,000,000	0.70%
$15,000,001	$20,000,000	0.60%
$20,000,001	$50,000,000	0.50%
$50,000,001	and above	0.45%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$13,750	1.38%
$5 million	$54,750	1.10%
$10 million	$95,750	0.96%
$50 million	$310,750	0.62%
$100 million	$535,750	0.54%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 72.51%
Number of High-Net-Worth Clients: 88
Total Client Accounts: 834
Discretionary Accounts: 805
Non-Discretionary Accounts: 29

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 112879

ADV PART 2A (2026-02-25) (fee schedule source) · View brochure text

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

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