How firms in Ohio charge for their services, based on Form ADV disclosures.
Percentage of AUM567 firms · 42%
Subscription fees349 firms · 26%
Hourly charges240 firms · 18%
Performance-based fees80 firms · 6%
Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS4 firms · 0%
Other: THIRD PARTY ADVISORY FEES4 firms · 0%
Other: SELECTION OF OTHER ADVISERS FEES3 firms · 0%
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT3 firms · 0%
Other: REFERRAL FEES3 firms · 0%
Other: SOLICITOR/REFERRAL FEES2 firms · 0%
Other: SEE SCHEDULE D - MISCELLANEOUS2 firms · 0%
Other: CARRIED INTEREST2 firms · 0%
Other: PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS2 firms · 0%
Other: FINANCIAL PLANNING FEE1 firms · 0%
Other: FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH1 firms · 0%
Other: FIXED FEE FOR ADVISING PLAN SPONSER OF 401K1 firms · 0%
Other: FIXED ORGANIZATION FEES1 firms · 0%
Other: FLAT COMMISSION/EXECUTION FEE1 firms · 0%
Other: FLAT FEE ANNUALLY RENEWABLE1 firms · 0%
Other: FLAT FEE FOR USE OF INTERNET SITE1 firms · 0%
Other: FLAT, NEGOTIATED FEE1 firms · 0%
Other: HYBRID COMBINATION OF AUM BASED FEES & FIXED OR PROJECT FEES1 firms · 0%
Other: LUMP SUM ADVISER'S FEE1 firms · 0%
Other: MINIMUM FEES1 firms · 0%
Other: MONITORING AND TRANSACTION FEES1 firms · 0%
Other: MONTHLY ENHANCED STATEMENT FEE1 firms · 0%
Other: MUTUAL FUND REIMBURSEMENTS (SUB TA FEE)1 firms · 0%
Other: % OF ADVISED ASSETS1 firms · 0%
Other: % OF ASSETS MONITORED1 firms · 0%
Other: OTHER FEES MAY APPLY AS DISCLOSED IN CERTAIN OFFERING DOCUMENTS.1 firms · 0%
Other: PAYMENT FOR RESERACH SERVICES1 firms · 0%
Other: PERCENTAGE OF ASSETS FOR PENSION CONSULTING SERVICES.1 firms · 0%
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT1 firms · 0%
Other: PERCENTAGE OF NON-INVESTMENT INCOME1 firms · 0%
Other: PERCENTAGE OF TOTAL PLAN ASSETS1 firms · 0%
Other: PER-PROJECT FEE1 firms · 0%
Other: PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE1 firms · 0%
Other: POOLED FUNDS BASED ON FEES IN OPERATING MEMORANDUM1 firms · 0%
Other: PORTFOLIO COMPANY MONITORING FEES1 firms · 0%
Other: REIMBURSED EXPENSES AND PAID ACTUAL COSTS1 firms · 0%
Other: RETAINER, SERVICE FEES, OR COMBINATION1 firms · 0%
Other: RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.1 firms · 0%
Other: REVENUE SHARING WITH UPTIQ AND FRS1 firms · 0%
Other: SEE DESCRIPTION IN MISC. SECTION1 firms · 0%
Other: SELECTION OF OTHER ADVISERS1 firms · 0%
Other: SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS)1 firms · 0%
Other: SEMINAR FEES1 firms · 0%
Other: SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS1 firms · 0%
Other: SHARE IN THIRD PARTY ADVISORY FEES1 firms · 0%
Other: SOLICITATION FEES1 firms · 0%
Other: SOLICITOR'S FEES1 firms · 0%
Other: SOLICITORS' FEES FOR REFERRALS TO OTHER MONEY MANAGERS1 firms · 0%
Other: SPECIAL PROJECT FEES AS REQUESTED1 firms · 0%
Other: SPECIAL PROJECTS FOR HOURLY FEE1 firms · 0%
Other: STRUCTURING FEES, FINANCING FEES, DISPOSITION FEES1 firms · 0%
Other: SUBSCRIPTION FEES FOR SOFTWARE OR WEB BASED APPLICATIONS1 firms · 0%
Other: TAX PREPARATION1 firms · 0%
Other: THIRD PARTY ADVISOR/MANAGER FEES1 firms · 0%
Other: THIRD PARTY FEES1 firms · 0%
Other: TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES1 firms · 0%
Other: SUB ADVISER FEES1 firms · 0%
Other: 12B-1 MUTUAL FUND TRAILERS1 firms · 0%
Other: A COMBINATION OF 1 & 41 firms · 0%
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE1 firms · 0%
Other: A PERCENTAGE OF ASSETS UNDER MANAGEMENT BY SUBADVISORS1 firms · 0%
Other: A PERCENTAGE OF NET WORTH UNDER MANAGEMENT1 firms · 0%
Other: ASSETS UNDER ADVISEMENT1 firms · 0%
Other: % ASSETS UNDER CONSULTATION1 firms · 0%
Other: ASSETS UNDER SUPERVISION1 firms · 0%
Other: COST SHARING AGREEMENT FOR CERTAIN AFFILIATED CLIENTS1 firms · 0%
Other: EXPENSE REIMBURSEMENT1 firms · 0%
Other: FEE BASED ON VOLUME OF VOTES OR WORK PRODUCT1 firms · 0%
Other: FEE FOR MONITORING THIRD PARTY MANAGERS1 firms · 0%
Other: FEE OFFSET1 firms · 0%
Other: FEE SPLIT WITH UNDERLYING MANAGER1 firms · 0%