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Wells Trecaso Financial Group, Llc
Akron, Ohio
Wells Trecaso Financial Group, LLC is a reputable investment advisory firm headquartered in Akron, OH. With a singular office location, they have established themselves as a trusted financial partner in the community. The firm boasts a dedicated team of seven professionals, four of whom specialize in providing comprehensive investment advisory services.
With an average of $106,170,000 in assets under management per investment advisor, Wells Trecaso Financial Group, LLC aligns with industry averages. Their compensation structure encompasses various types, including a percentage of assets under management. While they manage a signi...see more
Assets Under Mgmt
$424.69M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Wells Trecaso Financial Group, Llc
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