Overview

Headquarters
Cincinnati, OH
Total Firm Assets
$679 million
Average High-Net-Worth Client Portfolio Size
$2.9 million

Fee Disclosure

Source: FORM ADV PART 2 AND 2B 051826 (2026-05-18) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.00%
$500,001 $1,000,000 0.88%
$1,000,001 $3,000,000 0.75%
$3,000,001 and above 0.40%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $9,375 0.94%
$5 million $32,375 0.65%
$10 million $52,375 0.52%
$50 million $212,375 0.42%
$100 million $412,375 0.41%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
74.31%
Number of High-Net-Worth Clients
175
Total Client Accounts
1,691
Discretionary Accounts
1,691

Services Offered

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

Regulatory Filings

SEC CRD Number
105902

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

Frequently Asked Questions