| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable and can be lower than the standard fee schedule.
7810 Tylersville Square Drive, West Chester, OH, 45069
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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 →Abby is the Director of Operations at OI Medical Aesthetics, a medical spa. She spends a few hours per week on this activity, which is not securities related and will not interfere with her duties at the firm.