Prestige Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prestige Wealth Management LLC provides ongoing portfolio management and financial planning to individuals, high-net-worth individuals, and business entities. Services include discretionary portfolio management implemented under written Investment Policy Statements, financial planning that can address investment, tax and life insurance matters, and the selection or referral to third‑party investment advisers.
The firm uses a mix of analytical approaches — including charting, fundamental and technical analysis, quantitative models and modern portfolio theory — and employs a broad set of strategies from long‑ and short‑term trading to short sales, margin transactions, options trading, ETFs, private placements and venture capital investments. Prestige generally seeks discretionary authority to implement clients’ Investment Policy Statements, conducts periodic reviews (at least annually) and monitors any third‑party managers to which it refers client assets.
Compared with many solo independent advisers, Prestige participates as a manager in wrap‑fee programs and receives a portion of the wrap program fees as its management compensation. The firm’s principal also operates an affiliated accounting practice and may offer accounting services to clients (clients are not required to use those services), and its financial planning explicitly includes life insurance considerations; these relationships and product offerings can introduce potential conflicts of interest that Prestige discloses and says it manages.
Client services
Expertise
Fee options
Fixed fees for financial planning services range from $100 to $5,000
$500 - $99,999: 1.50% $100,000 - $299,999: 1.25% $300,000 - $699,999: 1.00% $700,000 - $999,999: 0.90% $1,000,000 - $1,499,999: 0.80% $1,500,000 - $1,999,999: 0.75% $2,000,000 - $2,999,999: 0.65% $3,000,000 - $3,999,999: 0.55% $4,000,000 - And Up: 0.50%
$50 to $500 per hour for financial planning services
Account minimum: $500 Fee-only: Fixed fees between $100 and $5,000 for financial planning; hourly fees between $50 and $500 for financial planning
Main office
10850 Pearl Road Ste D5
Strongsville OH 44136
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
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