John Kavanshansky is a registered investment advisor at Premier Wealth Management, LLC, based in Poland, OH, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 25 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If Premier Wealth Management manages your money, the annual fee ranges from 0.5% to 2% of the account value, depending on the size and complexity. The fee is negotiable and paid quarterly.
Location
8560 South Avenue, Poland, OH, 44514
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Premier Wealth Management, LLC
Previous Registrations
Premier Wealth Management, LLC
State Registrations1 state
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