Ellsworth Advisors, Llc

Ellsworth Advisors, Llc

Hudson, Ohio

5.0

1 Review

Ellsworth Advisors, LLC is a respected local investment advisory firm based out of Hudson, OH, with two offices serving a diverse range of clients. With a total of 13 dedicated employees, including ten experienced investment advisors, they deliver comprehensive financial guidance to individuals and employer 401Ks alike. Known for their expertise and professionalism, Ellsworth Advisors, LLC manages an impressive average of approximately $77,700,000 in assets per investment advisor, demonstrating their solid standing within the industry. Their compensation structure is designed to align with client interests and includes options s...see more

Assets Under Mgmt

$776.99M

Investment Professionals

10

Locations

1

% 401K & Individual

41%

% Discretionary

100%

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
  • Pension consulting services
  • Selection of other advisers
  • Other: ALTERNATIVE INVESTMENTS

Other Business Activities

  • Insurance broker or agent

Reviews for Ellsworth Advisors, Llc

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