Lora Anstaett is a CFP-designated registered investment advisor at Ritter Daniher Financial Advisory LLC, based in Cincinnati, OH. Lora operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 423 clients with $610M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. Certain assets may be carved out from the fee calculation if they are valued at over $100,000 and are at least 10% of client's assets under management.
Fee Estimator
Location
7661 Beechmont Avenue, Suite 200, Cincinnati, OH, 45255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Employment History
Current Registrations
Ritter Daniher Financial Advisory LLC
State Registrations1 state
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