WHITCOMB & HESS, INC.
Ashland, Ohio
4.2
6 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...
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Assets Under Mgmt

$297.01M

Investment Professionals

8

Locations

0

% 401K & Individual

48%

% Discretionary

89%
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
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