Assets Under Management
$908.4M
Number of Clients
3,539
Number of Advisors
6
Average Client AUM
$257K
AUM per Advisor
$151.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Lineweaver Wealth Advisors offers discretionary portfolio management and financial planning services tailored to individual client needs. Services include investment advice, wealth management, retirement plan consulting, and selection of other advisors. They primarily advise on equity securities, corporate debt, mutual funds, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $5.0M | 1.65% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
9035 Sweet Valley Drive, Valley View, OH, 44125