| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Linear Schedules may exist with certain legacy clients, but are no longer available to new clients. Clients may elect to pay a flat asset-based fee of up to 2.25% annually.
6200 Rockside Road, Suite 100, Cleveland, OH, 44131
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Learn about disclosures →Michael is an independent insurance agent with Vantage Financial Group since 1992, selling various insurance products, and is also a part owner and financial advisor at the same firm since 2016, dedicating full-time hours to these activities. Additionally, Michael co-owns a building and is a director for a professional networking organization, requiring minimal time commitments.