Benjamin Grossheim
Benjamin Grossheim is a registered investment advisor at Family Wealth Advisory Group, LLC, based in Cincinnati, OH, with 4 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 211 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The minimum annual fee is $6,500. FWAG also offers investment supervisory services where the annual fee is 1.00% of the assets under supervision. There is no minimum annual fee for this service. FWAG also offers a growing investor advisory service for selected individuals under the age of thirty (30) whose circumstances are such that full ongoing Wealth Management Services are not yet required but anticipated in the future. The cost of the growing investor advisory service is a flat monthly fee of $125.00.
Fee Estimator
Contact
Benjamin Grossheim
Location
7359 East Kemper Road, Suite A, Cincinnati, OH, 45249
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Family Wealth Advisory Group, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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