Vawter Financial LTD
Assets Under Management
$313.6M
Number of Clients
207
Number of Advisors
3
Average Client AUM
$1.5M
AUM per Advisor
$104.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Vawter Financial, Ltd. offers comprehensive financial planning and investment management services tailored to individual client needs. They assist clients in achieving their financial goals through personalized plans, strategies, and recommendations that adapt to changing circumstances. Services include investment, tax, retirement, and estate planning.
Fee Structure
Minimum Investment:$200K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees are negotiable for over $25,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
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Location
1161 Bethel Road, Suite 304, Columbus, OH, 43220
