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Whitcomb & Hess, Inc.
Ashland, Ohio
5.0
5 Reviews
Whitcomb & Hess, Inc., a reputable investment advisory firm headquartered in Ashland, OH, specializes in offering comprehensive financial services to a diverse range of clients. With a team of 29 talented professionals, including eight dedicated investment advisors, they possess the expertise to handle a vast portfolio of assets. Each investment advisor manages an average of approximately $43,310,000 in assets under management, demonstrating their competence in wealth management.
The firm's compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges, ensuring tha...see more
Assets Under Mgmt
$297.01M
Investment Professionals
8
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Other Business Activities
- Insurance broker or agent
- Accountant or accounting firm
Reviews for Whitcomb & Hess, Inc.
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