Volition Financial Network, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$21,619,997
Clients
72
Advisors
1
of 1 employees
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
Expertise
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
3615 Superior Avenue, Suite 3102 J
Cleveland OH 44114
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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