A complete list of active advisors currently associated with Streamline Financial Strategies Ltd
Warmer can help you find a great advisor at Streamline Financial Strategies Ltd or one who fits your needs even better.
Streamline Financial Strategies LTD is a state-registered investment adviser that provides investment advisory and portfolio management services to individuals and high net worth individuals. The firm offers managed accounts (including discretionary programs), may recommend third‑party sub‑advisors and wrap‑fee programs, and charges percentage‑of‑assets‑under‑management advisory fees. The adviser tailors recommendations to each client’s objectives, time horizon, and risk tolerance and uses methods such as strategic asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading. Clients receive a one‑time financial plan, quarterly account reviews, and are advised to consult tax professionals because the firm notes its strategies can carry significant tax implications. Noteworthy aspects disclosed in the brochure include an affiliation with insurance activities: certain representatives are licensed insurance agents and the firm’s owner operates an insurance agency and a tax business, with up to 30% of representatives’ time devoted to insurance work — a practice the firm identifies as a potential conflict of interest. The firm also manages a relatively small asset base (approximately $1.2 million as of December 31, 2025), recommends a primary custodian relationship with Charles Schwab, and states it may pay sub‑advisor fees when engaging third‑party managers.
To learn more about the advisors currently working at Streamline Financial Strategies Ltd, 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 |
|---|---|---|
Ada, OH
| 1
| |
Ada, OH
| 0
|
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