Top financial advisors in Youngstown, OH
We’ve curated a list of the best financial advisors in Youngstown, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,031,315
Number of advisors
2 advisors
| $1,031,315 | 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 Youngstown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Youngstown. 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.
G. Earl Mowrey & Co., L.l.c
G. Earl Mowrey & Co, LLC is a fee-only investment advisor established in 1987, offering Portfolio Management Services and Financial Planning Services. The firm is owned by G. Earl Mowrey, a Certified Financial Planner since 1988. Earl Mowrey transitioned to fee-only advising in 2009 and is no longer affiliated with a broker/dealer. The firm's investment strategy focuses on well-diversified portfolios and long-term approaches, aiming to maximize returns within accepted risk levels. For Portfolio Management Services, the firm charges a management fee of up to 1% of assets under management (AUM) annually, with a minimum account value of $20,000. Clients are billed quarterly based on AUM. Earl Mowrey does not charge performance-based fees and manages accounts on a non-discretionary basis, requiring client approval for transactions. The firm recommends Charles Schwab Advisor Services as a custodian. Earl Mowrey does not manage discretionary accounts for clients but has limited trading authority. The firm does not have physical custody of client assets but may deduct advisory fees directly from client accounts. Clients are encouraged to review statements from the custodian. Earl Mowrey has no disciplinary events in his past. The firm offers comprehensive Financial Planning Services and annual plan reviews. Clients can engage in free initial consultations to discuss their financial objectives and risk tolerance.
$1,031,315 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio 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.
Methodology
To generate our top financial advisors list in Youngstown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Youngstown. 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.