EXPAND FINANCIAL, LLC
Mansfield, Ohio
5.0
98 Reviews
Expand Financial, LLC, based out of Mansfield, OH, is a small investment advisory firm specializing in comprehensive financial planning and wealth management. With a team of four dedicated professionals, including three experienced investment advisors, they provide expert guidance and personalized solutions to meet their clients' financial goals. With an average of $45,340,000 in assets under management per investment advisor, Expand Financial's performance aligns with the industry average. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensur...
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Assets Under Mgmt

$931.9M

Investment Professionals

3

Locations

2

% 401K & Individual

1%

% Discretionary

95%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other: CONSULTING
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