Western Reserve Wealth Management (WRWM) provides investment management based on individual client goals and risk tolerance. WRWM also offers pension consulting services to employee benefit plans. Financial planning covers areas like retirement, college, and debt planning. WRWM uses various analysis methods including fundamental, modern portfolio theory, quantitative, and technical analysis. WRWM requires clients to use Schwab Institutional as their custodian.
Assets Under Management$42M
Clients33
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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