Menu
Munn Wealth Management, Llc
Maumee, Ohio
5.0
2 Reviews
Munn Wealth Management, LLC is a local investment advisory firm headquartered in Maumee, Ohio. With seven dedicated employees, they specialize in providing comprehensive investment advisory services to a wide range of clients. Their team consists of five experienced investment advisors, each with an impressive track record.
On average, Munn Wealth Management's investment advisors oversee approximately $29,820,000 in assets under management. They possess a deep understanding of the financial industry and offer a variety of compensation structures, including a percentage of assets under management and performance-based fees.
Wit...see more
Assets Under Mgmt
$164.14M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Munn Wealth Management, Llc
Loading...
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.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.