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Reservoir Wealth Management
Lima, Ohio
5.0
1 Review
Reservoir Wealth Management, a small investment advisory firm based in Lima, OH, caters to over 340 individual clients, entrusting them with assets under management exceeding $126,352,000. With their office located in Lima, Reservoir Wealth Management serves a diverse clientele, including employer 401K plans and individuals seeking expert financial guidance. The firm boasts substantial experience in managing these types of assets, with approximately 84% of the total assets under management falling under their discretionary management.
Reservoir Wealth Management's compensation structure offers clients various options, including ...see more
Assets Under Mgmt
$126.35M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Reviews for Reservoir Wealth Management
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