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
| $423,123,124 | 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.
Methodology
To generate our top financial advisors list in Broadview Hts, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Broadview Hts. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesEducational 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.
Methodology
To generate our top financial advisors list in Broadview Hts, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Broadview Hts. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.