RESERVOIR WEALTH MANAGEMENT
Lima, Ohio
5.0
2 Reviews
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
Loading...
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
Resources
On the Blog
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.