SEC-registered financial advisors in Cleveland, OH
Common fee types
- 100%Percentage of assets
- 90%Fixed or flat fee
- 50%Hourly
Showing 20 of 20
- Ancora Private Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Ancora Retirement Plan Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Beacon Financial Advisory LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Bluestone Private Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Boyd Watterson Asset Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cbiz Investment Advisory Services, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Clearstead; Clearstead Advisory Solutions$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Cleveland Wealth, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Clutterbuck Capital Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
- First Fiduciary Investment Counsel Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Highland Consulting Associates Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Highland Consulting Associates International, Inc.$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Journey Wealth Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Mai Capital Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- McDonald Partners LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissions
- Park Edge Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Reed Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Return on Life Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- Vantage Financial Group, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Wellspring Family Office$1B or moreSEC recordPercentage of assetsFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.