Whitaker-Myers Wealth Managers, LTD.
Assets Under Management
$713.1M
Number of Clients
3,237
Number of Advisors
15
Avg. Portfolio per Client
$220K
Avg. Managed per Advisor
$47.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Whitaker-Myers Wealth Managers provides investment management based on individual client goals, financial planning covering various aspects like retirement and estate planning, and pension consulting services for employee benefit plans. They may direct clients to Betterment. They also offer financial coaching and college funding solutions. Investment advice is generally limited to mutual funds, fixed income, insurance products, equities, and ETFs.
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningHigh Net Worth
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Location
1485 Lexington Ave., Mansfield, OH, 44907