Top financial advisors in Westlake Oh, OH
We've curated a list of the best financial advisors in Westlake Oh, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $186,076,472 Number of advisors 4 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 Westlake Oh, 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.
Game Plan Financial Advisors, LLC
Game Plan Financial Advisors, LLC is an investment advisory firm established in 2008, based in Westlake, OH. The firm specializes in providing asset management services tailored to individual client needs, including creating portfolios consisting of various securities. Game Plan Financial Advisors acts as a fiduciary, always prioritizing clients' best interests. The firm offers a maximum annual fee of 2.00% for asset management services, billed quarterly in advance based on account value. Clients may place restrictions on investments, with requests submitted in writing. The firm manages $224,659,054 on a discretionary basis as of December 31, 2014. Investment strategies include corporate debt, municipal securities, cash equivalents, and fixed-income securities. The firm utilizes fundamental and technical analysis to formulate investment advice. Risk factors include capital risk, economic risk, equity market risk, and interest rate risk. Game Plan Financial Advisors reviews client accounts annually and allows clients to direct brokerage outside the firm's recommendation. The firm does not receive soft dollars, referral fees, or brokerage for client referrals. Clients are encouraged to review account statements from the qualified custodian. The firm has safeguards in place for third-party money movement and provides investment discretion for asset management clients. Proxies are voted in accordance with SEC regulations, with potential conflicts of interest disclosed and managed. Financial information is not provided as the firm meets regulatory requirements. For more details, clients can contact Chief Compliance Officer Michael Norehad at (440) 209-6480 or [email protected].
$186,076,472 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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 Westlake Oh, 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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