Volition Financial Network, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,919,997
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
72
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
72
Average account size
$304,444
About
Volition Financial Network, LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, pension and charitable clients, and assists in selecting and monitoring third‑party portfolio managers. The firm does not provide financial planning and generally charges percentage‑of‑AUM advisory fees with no stated account minimums.
Investment implementation combines fundamental and technical analysis, charting and cyclical methods and may include long‑ and short‑term trading, margin, short sales and option strategies; accounts are monitored regularly and rebalanced according to model allocations. The firm also uses third‑party model programs (including Zacks models and a co‑advisor model relationship) and follows a structured screening and interview process when recommending outside portfolio managers.
Notable distinctions include a formal co‑advisor relationship that shares model management fees and an incentive arrangement tied to asset thresholds that can generate additional payments and non‑cash benefits to the firm, as well as disclosed economic benefits such as marketing and technology support. The firm also discloses that a management person is a licensed insurance agent who may receive commissions or referral payments, and that a prior 2017 consent order for heightened supervision related to licensing matters was completed in 2018.
Client services
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Fee options
$0 - $1,000,000.00: 1.000% annually $1,000,001.00 - $3,000,000.00: 0.900% annually $3,000,001.00 - $5,000,000.00: 0.800% annually $5,000,001.00 - $10,000,000.00: 0.700% annually $10,000,000.00+: 0.500% annually
Minimum fee: No minimum fee for Charles Schwab accounts
Main office location
Volition Financial Network, LLC
3615 Superior Avenue, Suite 3102 J
Cleveland OH 44114, United States
Number of offices
1
Most active in
Volition Financial Network, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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