Top financial advisors in Broadview Hts, OH
We've curated a list of the best financial advisors in Broadview Hts, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $423,123,124 Number of advisors 34 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Broadview Hts, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Financial Management Strategies, Inc.
Financial Management Strategies, Inc. (FMS) is an SEC-registered investment adviser established in 1999, located in Ohio. The firm offers individual portfolio management services, model portfolio management, retirement plan advisory services, and financial planning. FMS provides continuous asset management based on client needs, offering various portfolio strategies such as Aggressive Growth, Capital Accumulation, Balanced, Income and Capital Preservation, Total Return, Bond, and Short Term Income Fund portfolios. The firm's investment strategies include long-term purchases, short-term purchases, and option writing. FMS charges annual fees ranging from 0.50% to 1.50% based on assets under management. The firm does not charge performance-based fees and serves various client types, including individuals, high net worth individuals, trusts, estates, charitable organizations, and corporations. FMS uses methods like charting, fundamental analysis, technical analysis, cyclical analysis, quantitative analysis, and qualitative analysis. The firm does not have custody of client accounts and does not vote client securities proxies. FMS has no financial impairments to meet contractual obligations. The firm's Code of Ethics ensures compliance with ethical standards and regulatory obligations, with policies to address conflicts of interest.
$423,123,124 under management
34 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Broadview Hts, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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