LRJ WEALTH MANAGEMENT LLC
Solon, Ohio
5.0
1 Review
LRJ Wealth Management LLC, a prominent investment advisory firm located in Solon, OH, prides itself on providing exceptional financial services to a diverse clientele. With a total of 7 dedicated employees, 5 of whom specialize in investment advisory services, LRJ Wealth Management offers comprehensive wealth management solutions to individuals and businesses alike. With an impressive average of approximately $41,150,000 in assets under management per investment advisor, LRJ Wealth Management has demonstrated its ability to handle substantial portfolios effectively. Their compensation structure is flexible, encompassing various ...
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Assets Under Mgmt

$920.57M

Investment Professionals

5

Locations

2

% 401K & Individual

22%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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