Firm
Ville Wealth Management
Avon Lake, Ohio
Fee-only
Facts
| Based in | Avon Lake, Ohio |
|---|---|
| Website | villewealth.com |
| Phone | (440) 880-9200 |
Ville Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.88% a year on the first tier of assets |
|---|---|
| Account minimum | $250,000 |
| How it charges | Percentage of assets |
In the firm's words
"$0 - $1 million: 0.88%" source
"Our minimum is $250,000 in investable assets across all household accounts." source
"Our fee is 0.88% or less on assets under management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $11 million |
| Individual clients | 10 |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 334882 |