Top financial advisors in Lima, OH
We’ve curated a list of the best financial advisors in Lima, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$301,016,695
Number of advisors
2 advisors
| $301,016,695 | 2 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 Lima, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lima. 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.
Trueblood Wealth Management, LLC
Trueblood Wealth Management, LLC, established in 2022, is a financial advisor firm based in Lima, Ohio. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. Trueblood Wealth Management offers comprehensive portfolio management services, including asset management, financial planning, and consulting. The firm may utilize third-party investment advisors to aid in portfolio management. Retirement plan consulting services are also provided to employer plan sponsors, assisting in establishing, monitoring, and reviewing participant-directed retirement plans. For Comprehensive Portfolio Management, fees are capped at 1.50% annually, billed quarterly in advance based on account values. Retirement Plan Consulting fees are based on a percentage of plan assets under management, not exceeding 1.00%. Trueblood Wealth Management manages over $300 million in regulatory assets under management. The firm does not charge performance-based fees and allows clients to direct brokerage outside recommendations. Clients receive account statements directly from the custodian and have the option to grant investment discretion to the firm. The firm does not vote client securities proxies but forwards them to clients. Trueblood Wealth Management does not have financial conditions impairing its ability to meet obligations.
$301,016,695 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
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 Lima, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lima. 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.
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