| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Platform fee tier schedule is based on billable assets. PCA IARs have the discretion to charge varying fee levels for their advisor fee.
30400 Detroit Road, Suite 201, Westlake, OH, 44145
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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 →Blake is a 60% owner of Financial Partners, Inc., which operates as his advisory and insurance business, taking nearly full-time hours. He is also a licensed insurance agent selling various insurance products, including life insurance and annuities, dedicating a few hours per week to this activity.