Cleveland Wealth, LLC

Cleveland Wealth, LLC is a registered investment adviser established in Ohio in October 2015. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Services include investment strategy, asset allocation, and regular portfolio monitoring. Cleveland Wealth acts as a fiduciary, prioritizing clients' interests and avoiding conflicts of interest. The firm also provides pension consulting services and comprehensive financial planning. Clients have the option to impose restrictions on investments based on personal values. Cleveland Wealth does not participate in wrap fee programs and has over $1 billion in assets under management. The firm charges asset-based fees ranging from 0.65% to 1.50%, with fees paid quarterly. Clients may terminate agreements within five business days for a full refund. Cleveland Wealth does not accept performance-based fees and primarily serves individuals and high-net-worth clients with a minimum account size of $500,000. The firm utilizes modern portfolio theory and long-term trading strategies, emphasizing risk management. Clients receive regular reports and have the option for periodic reviews of their accounts. The firm does not receive economic benefits for client referrals and maintains custody of client assets through a qualified custodian. Investment discretion is offered, allowing Cleveland Wealth to make investment decisions on behalf of clients. The firm does not vote on client securities and has a strong financial standing with no bankruptcy history in the last ten years.