Artifex Financial Group, Llc

Artifex Financial Group, Llc

Oakwood, Ohio

4.2

14 Reviews

Artifex Financial Group, LLC, based out of Oakwood, OH, is a leading local investment advisory firm with a strong track record of success. With seven dedicated employees, including six experienced investment advisors, they provide comprehensive financial services to a diverse client base. With an average of $39,590,000 in assets under management per investment advisor, Artifex Financial Group, LLC demonstrates their expertise in managing significant portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have ...see more

Assets Under Mgmt

$202.55M

Investment Professionals

6

Locations

2

% 401K & Individual

29%

% Discretionary

100%

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: TAX PREPARATION

Reviews for Artifex Financial Group, Llc

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