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Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...
In 2008, GBQ purchased the business valuation division of Goelzer Investment Management in Indianapolis, IN and opened a second office. GBQ's clients are primarily closely held businesses in the Central Ohio middle market, though the firm serves clients that range in size from start-up companies to those with more than $1 billion in revenue.
In 2012, Franks and three partners launched Snowden Capital Advisors, an independent RIA wealth management firm. [9] The firm reached $1B assets under management in 2014. [ 10 ] In 2015 and 2016, the firm was named one of the top 300 RIA's in the country by the Financial Times . [ 11 ]
Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
The commercial and consumer units provide traditional banking services to business and consumer clients. First Financial Wealth Management provides wealth planning, portfolio management, trust and estate, brokerage and retirement plan services and had approximately $15.9 billion in assets as of September 30, 2020. [6]
Stayner Bates was a firm based in Salt Lake City, Utah, Loeb & Troper LLP joined BKD July 15, 2018. [21] Loeb & Troper was a firm specializing in audit and consulting for the health care, not-for-profit and education industries. The New York-based firm kept its same location. Rylander, Clay & Opitz, LLP (RCO) joined BKD June 1, 2018. [22]
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