CONNECT

Address:

36765 Detroit Road
Avon, OH 44011

Phone:

,Michael: 216-470-2728, Allison: 440-503-1896

WEALTH MANAGEMENT

Our Wealth Management Process

Defining your personalized strategy by reviewing your goals, risk tolerance, time frame and cash flow   

Recommending specific mutual funds/ETFs and allocations

Processing your paperwork, opening your accounts and placing trades

Rebalancing your portfolio to keep allocations consistent with goals

On-going guidance to keep you on track to meet your goals 

We Are Unique

Access:  Call our personal cell phones

Physician Focus:  We exclusively serve physicians, their families and their practices

Expertise:  Rest easy and let our years of experience work for you

Comprehensive:  We incorporate insurance and investments into your financial plan

Multi-State Licensed:  The BattDouglas team works with physicians throughout the country*

*current state security licenses: AZ, CA, DC, FL, GA, IL, IN, MI, MO, NC, ND, NJ, NV, NY, OH, PA, SD, TX, VA, WA, MN

Your Relationship Benefits

Monthly economic update

Monthly / quarterly account statement

Consolidated online performance reports

Personalized risk assessment and investment recommendations

Quarterly proactive and personal contact from your BattDouglas team

Annual investment allocation and portfolio review

Concierge level service: Call our cell phones when you need us

Our Wealth Management Fees

$5,000 - $250,000 - 1.00%*  ($100 per $10,000 invested)
$250,001 - $500,000 -  0.09%* ($90 per $10,000 invested)
$500,001 - $1,000,000 -  0.08%*  ($80 per $10,000 invested)
$1,000,001 and up - .07%*  ($70 per $10,000 invested)
*additional fees charged by the underlying funds and management platform will apply.

 

Work with the Highest Standard
Work with a Certified Financial Planner

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck