Phillip Trueblood is a registered investment advisor at Trueblood Wealth Management, LLC, based in Lima, OH, with 57 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 317 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for Comprehensive Portfolio Management service. Fees are negotiable.
Fee Estimator
Location
2500 Shawnee Road, Suite A, Lima, OH, 45806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Phillip is the treasurer of the Lima Convalescent Home Foundation. He also serves as a public trustee and board member for Northeast Ohio Medical University, dedicating minimal time to investment-related oversight and non-investment related finance committee activities.
Employment History
Current Registrations
Trueblood Wealth Management, LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.