FAMILY WEALTH ADVISORY GROUP, LLC
Cincinnati, Ohio
5.0
2 Reviews
Family Wealth Advisory Group, LLC, based out of Cincinnati, OH, is a small investment advisory firm with a strong focus on high net worth individuals. With over 110 individual clients, they currently manage assets worth more than $232,267,000. The firm operates from a single office and employs a total of six individuals, three of whom specialize in providing investment advisory services. While 401K and individual accounts make up less than 30% of their assets under management, Family Wealth Advisory Group, LLC possesses the capability to effectively manage employer funds. The firm's compensation structure includes various types, ...
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Assets Under Mgmt

$232.27M

Investment Professionals

3

Locations

0

% 401K & Individual

16%

% Discretionary

67%
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
Other: MATTERS NOT INVOLVING SECURITIES
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