| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum fee per quarter is $500.
4030 Smith Rd., Suite 200, Cincinnati, OH, 45209
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Learn about disclosures →Matthew is involved in several outside business activities, including serving on boards and committees for charitable organizations, universities, and healthcare systems. He also participates in residential real estate investing and business consulting, and plans to become CEO of TrustFirst Broker-dealer once licensed, as well as Chairman and CCO of DCincy.