| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Linear Schedules may exist with certain legacy clients, but are no longer available to new clients. Clients may elect to pay a flat asset-based fee of up to 2.25% annually.
6200 Rockside Road, #100, Cleveland, OH, 44131
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Learn about disclosures →William works as an investment advisor under Vantage RIA and is also a financial advisor/owner at Witt & Moss Financial Partners, LLC, dedicating full-time hours to this role. Additionally, William serves on the finance committee for the United Church of Christ, spending minimal time on this activity.