Objective Capital Management, LLC

Objective Capital Management, LLC is a registered investment adviser based in Cleveland, Ohio, providing personalized investment management and financial planning services since 2011. The firm offers discretionary and non-discretionary investment management services tailored to meet clients' needs and objectives. Clients can impose restrictions on investing in certain securities, and the firm does not participate in wrap fee programs. The firm charges fees based on a percentage of assets under management, with annual fees ranging from 0.85% to 1.50%. Objective Capital Management, LLC acts as a fiduciary, committed to acting in clients' best interests. The firm's investment strategies include charting analysis, fundamental analysis, technical analysis, and long-term and short-term purchases. Clients are advised on potential risks, such as market, interest-rate, inflation, and currency risks. The firm does not accept performance-based fees or engage in side-by-side management. Objective Capital Management, LLC reviews client accounts quarterly and does not vote proxies on behalf of clients. The firm does not have custody of client funds and securities, and clients receive account statements directly from the custodian. No disciplinary actions have been taken against the firm or its management in the past ten years.