| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
400 Broadway, 4th Floor, Cincinnati, OH, 45202
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Learn about disclosures →Cindy works full-time as an AVP Agency Investments at Western Southern Life. She also serves as a board member for Alpaugh Family Economics Center (minimal time) and is on the scholarship selection committee for Cincinnati Scholarship Foundation (a few hours per week).