My only fee is an annual percentage of the total assets I manage for your household (fund expenses and any custodian charges separate). This fee is calculated and paid on a monthly basis looking backwards. Whenever possible, fees are taken directly from your accounts for an easy, seamless experience. The more I manage, the lower the effective or blended fee drops. The better you do, the better I do, so we win together.

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My fees are much lower than other firms in Cincinnati offering similar comprehensive financial planning. This is because my overhead is low and my goals are relationship-based, not growth-based. I have no minimum asset level, so I may work with whomever I wish. If we are a good fit and I believe I can help you, we can work together.

 

It is my highest priority that the value our relationship brings to you each year surpasses the fee you pay, and I hope you will agree. If not, there is never any obligation or term. You may cancel our relationship at any time.