Top financial advisors in Terrace Park, OH
We’ve curated a list of the best financial advisors in Terrace Park, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$87,808,944
Number of advisors
1 advisors
| $87,808,944 | 1 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 Terrace Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Terrace Park. 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.
Deeter Advisory Group, LLC
The Deeter Advisory Group, LLC is an investment advisory firm established in 2010 by Joshua D. Deeter, a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®). The firm offers comprehensive financial planning, portfolio management, estate and wealth planning services. DAG manages portfolios on a discretionary basis, developing individualized financial plans and investment strategies for clients. Clients may elect to receive a comprehensive financial plan, which covers goal planning, asset allocation, risk management, retirement planning, estate planning, and specific investment advice. DAG primarily invests in mutual funds, ETFs, individual stocks, and bonds, evaluating factors such as past performance, fee structure, and risk. The firm charges a fee based on a percentage of assets under management, with a minimum annual fee of $1,000. DAG does not have performance-based fees or side-by-side management. Clients include individuals, trusts, and estates, with a minimum portfolio value of $1,000. DAG does not vote proxies for client securities and does not have any disciplinary events to report. Joshua D. Deeter supervises all activities of the firm.
$87,808,944 under management
1 advisor
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 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 Terrace Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Terrace Park. 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.