Forward Thinking Wealth Management
Forward Thinking Wealth Management (CRD# 282297) is a financial advisory firm headquartered in Akron, OH. They manage $29,679,751 in 60 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Forward Thinking Wealth Management
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$494,663
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Forward Thinking Wealth Management
1
Daniel Johnson (CRD# 5186023) is an Investment Advisor Representative working at Forward Thinking Wealth Management in Copley, OH and has over 17 years of experience in the finance industry.
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