| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10M.
200 Northland Blvd, Cincinnati, OH, 45246
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Robert is an owner/officer/employee at ScrogginsGrear, Inc, a consulting and CPA firm, dedicating nearly full-time hours to consulting services, management, and administration. He also owns Scroggins Financial Services, LLC, an insurance-related DBA, spending minimal time on it, and has ownership in Tri-County Equipment Leasing LLC and Northland Properties, LLC, spending minimal time on each.