Cleveland Wealth offers portfolio management based on individual client goals and risk tolerance. They also provide pension consulting services to employee benefit plans, including 401(k)s. Additionally, Cleveland Wealth offers comprehensive financial planning covering investment, retirement, tax, estate, protection, and college planning. They generally limit their investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities and ETFs.
Assets Under Management$510M
Clients396
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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