Touchstone Advisors Inc

CRD#107028
Investment Advisor Firm

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Learn more about Touchstone Advisors Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Touchstone Advisors Inc is located at 303 Broadway, Cincinnati, OH. The firm employs 14 financial advisors to manage client portfolios and provide financial guidance. Touchstone Advisors Inc is not a registered broker-dealer.

    Touchstone Advisors Inc oversees $26.7 billion in assets under management across 39 accounts, all of which are discretionary. The services offered include portfolio management for investment companies and the selection of other advisers. The firm caters to investment companies, with investment companies being the largest client type by accounts. The fee structure at Touchstone Advisors Inc is asset-based. The firm maintains affiliations with a broker-dealer or securities dealer, an insurance company or agency, and a commodity pool advisor.

    Touchstone Advisors Inc is registered in the state of Ohio.

    Assets Under Management

    $26.7 billion

    Number of Advisors

    14

    Disclosures

    No

    Office Location

    303 Broadway
    Cincinnati, OH 45202-4203

    Touchstone Advisors Inc by the Numbers

    Total Assets Under Management

    $26.7 billion

    National Average: $8.6 billion
    Total Number of Employees

    84

    National Average: 64
    Total Number of Accounts

    39

    National Average: 375,227
    Average Account Size

    $685.6 million

    National Average: $23.0 thousand
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    Products and Services

    Services offered by Touchstone Advisors Inc can include portfolio management for investment companies and selection of other advisers. Notably, Touchstone Advisors Inc did not provide any of its customers with financial planning services in the prior fiscal year. It is involved in selling products or offering services other than investment advisory services to its customers.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

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      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial management fees usually are based on the type of financial services provided. Fees charged by Touchstone Advisors Inc typically consist of the following fee type: asset-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It works with investment companies. Touchstone Advisors Inc's largest client group by number of accounts is investment companies.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Touchstone Advisors Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Touchstone Advisors Inc

    Juan Uran Munoz
    Cincinnati, OH
    Daniel Downing
    Cincinnati, OH
    Samuel Mathews
    Cincinnati, OH
    Sami Oudeh
    Cincinnati, OH
    Andrew Hall
    Cincinnati, OH
    Cody Owens
    Cincinnati, OH
    Jacob Willis
    Cincinnati, OH
    Anthony Resendes
    Cincinnati, OH
    Kristen Kirkwood
    Cincinnati, OH

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