Western Reserve Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,500,000
Clients
29
Advisors
1
of 1 employees
About
Western Reserve Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high-net-worth clients), employer-sponsored retirement plans, and business entities. The firm’s investment offerings also include insurance products and annuities and it primarily implements asset-allocation–based strategies using mutual funds, ETFs and fixed income securities.
The firm documents client goals and constraints in individualized Investment Policy Statements and employs a mix of fundamental analysis, modern portfolio theory, quantitative and technical methods to construct long- and short-term portfolios under discretionary authority. Accounts are reviewed at least annually and the firm affirms fiduciary obligations when advising retirement accounts.
A distinctive feature disclosed in the brochure is that the firm’s principals are licensed insurance agents, which creates potential conflicts when insurance or annuity products are recommended; the firm states it mitigates this through disclosure and periodic reviews. The firm also offers pension consulting for 401(k) and similar plans—a service not commonly provided by peers—and requires clients to custody assets at a designated institutional custodian while not aggregating trades for multiple client accounts, both of which can affect trade execution and access to custodian research and services.
Client services
Expertise
Fee options
Financial planning fixed fees between $500 and $5,000.
$0 - $999,999: 0.90% $1,000,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.70% $5,000,000+: 0.60%
$250 per hour for financial planning services.
Account minimum: $100,000 Fee-only: Fixed fees between $500 and $5,000 for financial planning; $250/hour for hourly financial planning services.
Main office
Mineral Wells TX
Advisors at this office
1
Most active in
Ohio · Texas
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.
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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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
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