Gavan Griesmeyer is a registered investment advisor at Wealth Management Group, based in Beavercreek, OH, with 1 years of industry experience. Gavan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 218 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WMG offers investment management services where you pay a percentage of your portfolio's value each year. This fee is negotiated with your advisor and can range from 0.25% to 2.5% depending on the type of service and your account's investment goals. The fee can be a fixed rate or tiered rate. The fee is deducted from your account by the custodian either monthly or quarterly, in advance. For example, a growth portfolio might have the following tiered fee schedule:
- $0 up to $250,000 — 1.25%
- $250,001 up to $500,000 — 1.20%
- $500,001 up to $750,000 — 1.15%
- $750,001 up to $2,000,000 — 1.05%
- $2,000,001 and above — 1.00%
Location
Beavercreek, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealth Management Group
State Registrations1 state
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