How does the advisor help clients – Key Takeaways:
Cleveland Wealth, LLC is a trusted financial advisor dedicated to helping their clients achieve their financial goals. Their expert team has years of experience in the financial industry and is committed to providing personalized and comprehensive financial solutions to each and every client. Some key takeaways of their services include:
- Creating customized financial plans tailored to each client’s specific needs and goals
- Assisting with investment management and portfolio construction to maximize returns and minimize risk
- Providing ongoing support and guidance to help clients navigate financial decisions and market changes
- Offering a range of financial services to meet the diverse needs of their clients
Facts and Insights
Cleveland Wealth, LLC has a strong track record of providing exceptional financial advice and services to their clients. Here are some insights and facts about the firm:
- Founded in 2005, Cleveland Wealth, LLC has over 15 years of experience in the financial industry
- They have assets under management totaling over $500 million, indicating their strong financial management skills and successful client outcomes
- The firm has a team of highly skilled advisors, with an average of 10 years of experience in the financial industry
- Cleveland Wealth, LLC has been recognized as a top financial advisor by Barron’s for the past 5 consecutive years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 15+ | Over 15 years |
Financial Services Offered
Cleveland Wealth, LLC offers a range of financial services to help their clients achieve their financial goals and secure their future. These services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Cleveland Wealth, LLC serves a diverse range of clients, including individuals, families, and businesses. Their team has the expertise and knowledge to cater to the unique financial needs and goals of each client.
Fees & Compensation
As a fee-only financial advisor, Cleveland Wealth, LLC is committed to providing transparent and fair pricing for their services. They charge a percentage of assets under management as their fee, which means their success is directly tied to the success of their clients’ portfolios. They also offer hourly and fixed-rate fees for specific services, giving clients flexibility and choice in how they pay for their services.
Background
Cleveland Wealth, LLC was founded in 2005 by John Davis, a highly respected and experienced financial advisor. The firm has grown to become a trusted financial advisor, serving clients across the country with their dedicated team of advisors. Their commitment to providing personalized and comprehensive financial solutions has earned them a reputation for excellence in the industry.
Financial Advisor Disclosures to Know
To ensure transparency and trust with their clients, Cleveland Wealth, LLC discloses all relevant information and potential conflicts of interest. Their team operates under a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. As such, their advisors do not receive any commissions or compensation from selling financial products, ensuring unbiased and objective advice for their clients.