Firelands Wealth Management offers investment advice and portfolio management tailored to individual client needs. They provide both discretionary and non-discretionary portfolio management services. For clients not using portfolio management, they offer financial planning services as a stand-alone service. They also offer pension consulting services to employee benefit plans.
Assets Under Management$70M
Clients186
Advisors2
Avg. per Client$380K
Avg. per Advisor$35M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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