A complete list of active advisors currently associated with Juarez, Andreas
Warmer can help you find a great advisor at Juarez, Andreas or one who fits your needs even better.
Midwest Guidance LLC is a state-registered investment adviser that provides discretionary investment management to individual and high-net-worth clients. While many firms in its investment-manager category primarily serve pooled or institutional assets, this firm accepts individual (including non-high-net-worth) clients and does not state a formal account minimum. The firm describes a value-oriented investment philosophy focused on identifying undervalued opportunities through fundamental analysis and may use ETFs, mutual funds, individual equities, and fixed-income securities. Accounts are managed on a discretionary basis, reviewed at least quarterly or when client objectives change, and custody is maintained with third-party custodians (the brochure notes Altruist as the primary recommended custodian). Noteworthy aspects include the firm’s recent formation and relatively small asset base (under $25 million) and that the principal also operates a separate tax-preparation business, with the brochure stating there are no referral arrangements between the two entities. The firm also emphasizes conflict controls such as a written Code of Ethics, no performance-based fees, no third-party compensation, and a policy that the principal may hold the same securities recommended to clients but will not trade ahead of client transactions.
To learn more about the advisors currently working at Juarez, Andreas, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Perrysburg, OH
| 0
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