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Lakeridge Wealth Management Llc
Mentor, Ohio
Lakeridge Wealth Management LLC, a well-established local investment advisory firm with nine offices based in Mentor, OH, has been diligently serving a diverse clientele. With over 710 individual clients and assets under management exceeding $456,176,000, they have demonstrated their commitment to delivering exceptional financial solutions.
As a comprehensive financial services provider, Lakeridge Wealth Management LLC goes beyond investment advisory services. They also serve as registered representatives of a broker-dealer and offer insurance brokerage services. This diverse range of offerings positions them as a one-stop soluti...see more
Assets Under Mgmt
$456.18M
Investment Professionals
10
Locations
8
% 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
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Lakeridge Wealth Management Llc
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