Bollin Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$152,233,499
Clients
233
Advisors
2
of 4 employees
About
Bollin Wealth Management provides investment supervisory services and comprehensive financial planning for individuals, high‑net‑worth clients, trusts and estates, and corporate pension and profit‑sharing plans. The firm combines ongoing portfolio oversight with written financial plans and implementation recommendations.
Investment strategy centers on Modern Portfolio Theory, using asset‑class allocations to mutual funds and ETFs to identify an efficient frontier for each client while avoiding market timing or individual security selection. Accounts are monitored continuously with formal quarterly reviews, and the firm manages client accounts on a non‑discretionary basis, executing trades only with client direction.
A notable characteristic is the concentration of the firm’s assets under non‑discretionary authority — the brochure indicates the vast majority of managed assets are non‑discretionary — and the firm is led operationally by a single management person who also serves as the firm’s compliance officer. The firm does not take custody of client assets, participates in Schwab Institutional and Altruist custodian programs, and may recommend fee‑only annuity platforms for certain non‑qualified annuity situations, practices that set it apart from many peers that rely more on discretionary model management.
Client services
Expertise
Fee options
Flat fees for financial planning services 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%
Hourly planning fees at $500 per hour, billed in 15-minute increments.
Retainer Financial Planning program with ongoing quarterly fees ranging from $1,000 to $5,000 depending on net worth and portfolio size; one-time start-up fees from $2,000 to $10,000.
Fee-only: Flat fees typically ranging from $3,000 to $10,000 for financial planning services; hourly fees at $500/hour billed in 15-minute increments.
Main office
842 W. South Boundary St.
Perrysburg OH 43551
Advisors at this office
2
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.
Quick links
Advisors at this firm
George D
Series 63, Series 65
Perrysburg, OH
Bollin Wealth Management, LLC
George Damasco Jr. is a financial advisor with Bollin Wealth Management, LLC in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He spent 30 years with MPM Wealth Advisors, Inc. prior to joining his current firm. Outside of advising, he holds a 25% ownership stake in Fort to Port Pizza. Bollin Wealth Management provides investment supervisory services and comprehensive financial planning for individuals, high-net-worth clients, trusts and estates, and corporate pension and profit-sharing plans. The firm’s investment strategy focuses on Modern Portfolio Theory, utilizing asset-class allocations to mutual funds and ETFs to identify efficient frontiers, with client accounts managed on a non-discretionary basis and monitored continuously.
Phillip B
CFP®, Series 66
Perrysburg, OH
Bollin Wealth Management, LLC
Phillip Bollin is a CFP® professional with 24 years of industry experience. He is the founding advisor at Bollin Wealth Management, LLC, where he has worked since 2009, following prior roles at Mpm Wealth Advisors and UBS Financial Services. Outside of financial advisory, he is a co-owner of Two Titans Properties, LLC, a commercial real estate business. Bollin Wealth Management provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and corporate pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach focusing on asset-class allocations to mutual funds and ETFs, managing accounts mostly on a non-discretionary basis without taking custody of client assets.
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