Western Reserve Capital Management

Western Reserve Capital Management at a glance

• One of 337 fee-only firms based in Ohio in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 2 employees and 101 individual clients, 41 of them high net worth.
• Its average account is about $445,000 (assets it manages divided by its 270 accounts).

Fee-only advisors in Ohio · What fee-only advisors charge in Ohio

Facts

Western Reserve Capital Management fees

Western Reserve Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• James Sexton

  CFP