Shawn Goetz is a registered investment advisor at Reservoir Wealth Management, based in Lima, OH, with 6 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 460 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
2100 Lost Creek Boulevard, Lima, OH, 45804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Reservoir Wealth Management
State Registrations1 state
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