FAQs
How are you compensated?
1
I operate on a fee-only basis, with compensation based on a percentage of assets under management, ranging from 0.85% to 1.15%. This structure allows me to provide objective, conflict-free advice. I do not earn commissions.
Do you act as a fiduciary?
2
Yes. I am always legally required to act in your best interest. A fiduciary duty is the highest standard of care in financial services.
Who do you work with?
3
I work with individuals and families at all stages, whether you're building wealth, planning for retirement, or looking for ongoing guidance.
Where is my money held?
4
I use trustworthy RIA custodians to handle all investments. You will always have full access to your accounts.
How often will we meet?
5
I meet with clients regularly based upon needs and preferences. We will communicate via video meetings, phone calls, emails, texts, and in-person meetings.
Do you work with clients outside of Ohio?
6
Yes. I work with clients both locally and across the country
What happens in the first meeting?
7
The first meeting is a simple, no-cost, no-pressure conversation to learn about your goals and determine if we’re a good fit.