Lrj Wealth Management Llc

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 ...see more

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

Reviews for Lrj Wealth Management Llc

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