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Financial Advisor   

$210MM AUM | $1.9MM GDC in Cleveland, OH

Member Level
Premier
Last Activity
within 2 months

Business Mix:

2% Comm
98% Fee

General

Location
Cleveland, OH, US
12 Month Gross Revenue
$1,900,000
Number of Accounts
250
Avg Client Age
55

Overview

Certified Financial Planner. Multi-generational team composed of 3 advisers and one service associate. Our clients are primarily in Ohio. We have the means and energy to grow and provide a smooth transition. Operating on a fee base model implementing financial/retirement planning services, estate planning strategies, business succession planning, and portfolio management among others. Focus in working with high net worth families & individuals, business owners in transition, corporate & small business retirement plans. Our wealth management practice is looking to grow through acquisitions and succession planning. We have the ability, resources and capital to work with you on providing a smooth transition. Our office is located in Downtown Cleveland

 
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