Wisdom Investment Strategies, LLC
Wisdom Investment Strategies, LLC (CRD# 284236) is a financial advisory firm headquartered in , . They manage $11,542,462 in 27 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wisdom Investment Strategies, LLC
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts27ACCOUNTS
-
Average Account Value$427,499
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Wisdom Investment Strategies, LLC
1
Jerry Herman (CRD# 2011620) is an Investment Advisor Representative working at Wisdom Investment Strategies, LLC in Chagrin Falls, OH and has 1 year of experience in the finance industry.
2
Kenneth Patsey (CRD# 1396728) is an Investment Advisor Representative working at Wisdom Investment Strategies, LLC in Chagrin Falls, OH and has over 14 years of experience in the finance industry.
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