Financial Advisors Cleveland, OH

Winfield Associates is ideal for those who want to focus on investment planning with some financial planning. Financial advisors assist retirees with investments they may draw income from and managing IRAs, trusts and other accounts. Business professionals receive guidance for customizing portfolios, and managing stock options, 401(k) and IRAs. Winfield Associates works with individual private investors to manage settlements, inheritances and accumulated wealth.

Investment management services involve a Winfield investment advisor customizing the investment portfolio to fit the client’s objectives. Winfield Associates takes tax consequences into consideration while designing and managing each client’s portfolio. Environmentally and socially-conscientious clients may place restrictions on types of investments or industry sectors.

Winfield Associates charges a percentage of managed assets for investment management services. Clients with less than $1 million under management pay $1,000 for financial planning. Those with a managed portfolio worth over $1 million pay a negotiated fee. Fees after the initial in-depth interview are from $100 to $200 per hour.

Fairpoint Wealth Management financial advisors work with clients to develop an interactive and actionable financial plan. The goal for many clients is early retirement, and Fairpoint’s wealth management program helps them achieve that dream.

Each Fairpoint Wealth Management client has 24/7 access to the Online Client Center. This portal provides access to all financial accounts in one place, the financial plan, portfolio performance reports, monthly statements, asset allocation and investment activity. Clients can perform what-if analyses to see how spending or saving behavior affects future finances. The Fairpoint financial advisor continuously monitors and reviews the plan with the client.

Investment guidance includes a proactive, disciplined investment process to increase wealth while managing tax implications. The firm also offers business and tax planning services.

Investment-related service fees are charged as a percentage of assets. Financial planning fees at Fairpoint Wealth Management vary. Project-based fees are from $500 to $10,000, depending on plan complexity. The hourly rate is $250, and Fairpoint Comprehensive Financial Planning consists of up to $4,000 upfront plus $100 to $600 per month. Clients with at least $250,000 assets under management receive comprehensive planning for free.

Szarka Financial has been specializing in working with clients who are nearing or in retirement since 1982. The firm offers comprehensive financial education programs and investment, retirement, estate, tax and insurance planning. As part of the Cambridge Investment Research Advisors network, Szarka Financial may offer the broadest range of financial advisory and planning services in the Cleveland area.

Szarka Financial assists clients over the years they are accumulating retirement funds and taking distributions from those accounts. Financial advisors create an investment plan for clients and maintain the portfolio as part of the overall plan. The firm offers help with rolling over 401(k), 403(b), IRAs and profit sharing plans, tax-efficient estate planning and insurance coverage.

Szarka Financial advisors work one-on-one with clients in the Executive Financial Coaching Program. The financial advisor becomes the client’s personal chief financial officer to oversee all areas of the client’s financial life with great detail. The firm also provides business succession assistance to entrepreneurs.

Fees for working with a financial advisor or investment manager vary but are capped at $500 per hour or $25,000 per project. Those who hold a portfolio with Szarka Financial pay based on a percentage of managed assets up to 2.25%. Some fees involve commissions and solicitation fees from third-party managers. Szarka Financial’s total assets managed are within the Cambridge Investment Research Advisors network. Our number reflects that network.

MAI Capital Management provides financial and investment advisory services to high net worth individuals and families, professional athletes and business owners. Financial advisors at the firm collaborate with clients to create, implement and monitor a unique financial plan.

MAI Capital maintains a philosophy of providing attentive client service and investment capital preservation while seeking growth opportunities. Financial and investment professionals coordinate a range of services into the client’s goals-based, comprehensive plan. The firm provides financial consulting, investment management and family office administration under one roof in a concierge-style format.

MAI Capital Management has been providing the specific services professional athletes require for over 40 years. The comprehensive wealth management program includes financial planning, insurance reviews, estate and tax planning as well as handling personal and business banking.

The minimum assets requirement at MAI is from $250,000 to $10 million depending on investment strategy. The firm recommends at least $500,000. Fees for services are typically up to 1% of managed assets, although some financial or tax planning is offered at rates from $250 to $400 per hour. Some investments through MAI Capital Management come with a performance fee.

Financial advisors at Sequoia Financial Group work with clients all throughout their careers. The firm offers strategies for young professionals, families, retirees and business owners. Services are divided into financial planning, asset management, family wealth and retirement planning.

Sequoia’s financial advisors develop strategic, customized plans to assist clients in reaching financial goals. The firm provides ongoing support to keep clients on track, so they reach their objectives. Investment advisors have access to a wide range of investments to ensure client portfolios are balanced and growing while hedging against loss. The Family Wealth program may entail an entire suite of coordinated services, or clients can choose a la carte from planning for financial independence, charitable giving, transferring wealth and more.

Financial planning and wealth services cost from $1,500 to $10,000, or a negotiated fee. While the firm has no minimum on managed accounts, the fee structure starts at $2 million with a percentage of managed assets. Sequoia Financial Group has offices in Ohio, Florida and Michigan. Total assets managed are combined from all locations.

NCA Financial Planners differentiates itself from other financial advisory firms on several points. Each multi-generational financial planning team is led by an experienced financial advisor with over 25 years at the firm. These teams provide the client with multiple professionals who are familiar with their financial plan, so there’s always an advisor to talk to.

Over 75% of financial advisors at NCA are certified financial planners or in the process of securing certification. Sixty percent of the financial advisors are women in response to clients asking for greater diversity. The CIO at NCA Financial Planners personally reviews current investments while seeking out new opportunities for the client’s financial growth.

NCA divides services across six areas. Life Planning includes planning for major transition, college planning and family meeting facilitation. Estate Planning and Retirement Planning develop strategic solutions for living independently and giving after death. Risk Management protects assets and lifestyle, Tax Planning reduces tax liabilities and Investment Planning solutions are customized and monitored for proper asset allocation.

Fees for financial planning at NCA Financial Planners range from $500 to $10,000, depending on the scope of the project. Investment advisory service fees are based on a percentage of managed assets. NCA has no minimum account requirement, except for $100,000 on SMA accounts and $5,500 on MMP accounts, both held in VISION2020 investment products.

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