PDS PLANNING INC
Dublin, Ohio
PDS Planning Inc is a distinguished investment advisory firm based out of Dublin, OH. With a strong presence in the financial services industry, they boast a team of 16 skilled professionals, 11 of whom specialize in providing comprehensive investment advisory services. The firm operates from a single office, strategically located in Dublin, OH. With an impressive track record, PDS Planning Inc manages an average of $95,050,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is diverse and includes various types such as a percentage of assets under management and...
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Assets Under Mgmt

$1.05B

Investment Professionals

11

Locations

0

% 401K & Individual

13%

% Discretionary

94%
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
Selection of other advisers
Educational seminars/workshops
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