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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, ...see more
Assets Under Mgmt
$232.27M
Investment Professionals
3
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
- Other: MATTERS NOT INVOLVING SECURITIES
Reviews for Family Wealth Advisory Group, Llc
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