Bollin Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$85,776,563
Clients
164
Advisors
3
of 4 employees
About
Bollin Wealth Management serves individual clients — including high‑net‑worth individuals — as well as trusts, estates and corporate pension and profit‑sharing plans, offering portfolio management and comprehensive financial planning. Financial planning is delivered through multiple engagement models, including retainer arrangements and project or hourly engagements, and implementation of plan recommendations is left to the client.
The firm uses Modern Portfolio Theory to construct diversified portfolios across asset classes, primarily allocating to mutual funds and ETFs, and it does not employ market timing or specific security selection. Account supervision is provided on a client‑directed, non‑discretionary basis, with ongoing monitoring and periodic written reports following in‑depth client interviews and questionnaires.
A notable feature of this firm is that the vast majority of its reported assets are managed non‑discretionarily — roughly $85.7 million of $86.2 million in AUM is non‑discretionary — and the adviser states it will not exercise discretionary authority over client accounts. Other distinguishing practices include a formal net‑worth‑based retainer planning program, reliance on custodians such as Charles Schwab and Altruist while avoiding custody itself, and use of referral networks for client introductions.
Client services
Expertise
Fee options
Financial planning flat fees generally range from $3,000 to $10,000 depending on scope
$0 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,000 - $1 million: 1.0% $1 million - $2 million: 0.9% $2 million - $5 million: 0.7% $5 million - $8 million: 0.5% $8 million+: 0.4%
$500 per hour for financial planning services
Retainer financial planning ongoing quarterly fees range from $1,000 to $5,000 based on net worth and/or investment portfolio size; one-time startup fees range from $2,000 to $10,000
Fee-only: Flat fees range from $3,000 to $10,000 depending on scope; hourly fees at $500/hour billed in 15-minute increments
Main office
842 W. South Boundary St.
Perrysburg OH 43551
Advisors at this office
3
Most active in
Michigan · Ohio
Also doing business as
Bollin Wealth Management · Bollin Wealth Management, LLC · Bollin, Phillip Edward
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
George D
Series 63, Series 65
Perrysburg, OH
Bollin Wealth Management, LLC
George Damasco is a financial advisor with Bollin Wealth Management, LLC in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with MPM Wealth Advisors, Inc. since 1995. Outside of advising, he has ownership interests in a farm leasing operation and a pizza business. Bollin Wealth Management serves individual clients, including high net worth individuals, as well as trusts, estates, and corporate pension and profit-sharing plans, providing investment supervisory services and comprehensive financial planning. The firm uses Modern Portfolio Theory to construct portfolios and primarily supervises accounts on a non-discretionary basis without taking custody of client funds.
Phillip B
CFP®, Series 66
Perrysburg, OH
Bollin Wealth Management, LLC
Phillip Bollin is a CFP® and Series 66-registered advisor with 23 years of industry experience. He has led Bollin Wealth Management, LLC since 2009. Outside of financial advising, he is co-owner of Two Titans Properties, LLC, a commercial real estate business. Bollin Wealth Management serves individual clients, trusts, estates, and corporate pension and profit-sharing plans, managing approximately $70.2 million in assets. The firm uses Modern Portfolio Theory to construct diversified portfolios and primarily provides non-discretionary account supervision without custody of client funds, operating on a fee-only basis with a distinctive retainer financial planning program.
Abbey C
CFP®, Series 65, Series 63
Perrysburg, OH
Bollin Wealth Management, LLC
Abbey Ciancutti is a Certified Financial Planner® with five years of industry experience, currently affiliated with Bollin Wealth Management, LLC in Perrysburg, OH. Her work history includes roles at DeVerna & Co Financial and Ameritas Advisory Services, among others. Bollin Wealth Management serves individual clients, including high-net-worth individuals, as well as trusts, estates, and corporate pension and profit-sharing plans. The firm employs Modern Portfolio Theory to build diversified portfolios primarily using mutual funds and ETFs and provides financial planning through various engagement models while maintaining primarily non-discretionary management of client assets.
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