Daniel Schneider is a CFP-designated registered investment advisor at Horan Wealth, LLC, based in Cincinnati, OH, with 8 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,317 clients with $1.4B in assets under management.
Compensation
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Fee Structure
HORAN Wealth offers two investment advisory programs, HCA and HSI. Fees are based on a percentage of the value of your account. The exact fee depends on the complexity of your financial situation, the investment services provided, the experience of your advisor, and the total value of assets in your account.
HCA Program:
- First $1,000,000: 1.25% per year
- $1,000,001 - $3,000,000: 1.00% per year
- $3,000,001 - $5,000,000: 0.85% per year
- Greater than $5,000,000: 0.75% per year
HSI Program:
- First $1,000,000: 1.00% per year
- $1,000,001 - $2,000,000: 0.75% per year
- Greater than $2,000,000: 0.70% per year
Location
8044 Montgomery Rd,, Ste 640, Cincinnati, OH, 45236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Horan Wealth, LLC
Previous Registrations
Crew Capital Management, LTD.
UBS Financial Services INC.Broker
State Registrations8 states
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