At Physicians Wealth Solutions, LLC, we work with our clients to develop diversified individual portfolios to decrease risk and achieve investment return.
We focus on helping you build financial independence and a secure retirement, and our business is structured accordingly:
> We require no minimums in accounts or portfolio size to work with you.
> We ask for no retainers.
> Our flat management fees start as low as 0.5% per year.
> We do not charge for Financial Plans (other advisors will charge $1,000 and up)
> We do not sell proprietary products or annuities (that have high internal fees).
> We are a FIDUCIARY.
What does all this mean to YOU? We work for you, the client. Our goal is to help you reach your goal, and that is our one and only priority. Our fee-based compensation comes from delivering this service to you, the client, and not through commissions from financial products.
We employ the use of individual stocks, ETFs, bonds and some mutual funds. Charles Schwab & Co., Inc., Member SIPC, maintains the custody of your assets in your own individual account.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 6816 Caine Road, Columbus,oh 43235,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- physicians-ws.com
- Keywords
- financial planning, securities, investment management, 401k, retirement planning, portfolio management.
- HQ
- Columbus, OH
Physicians Wealth Solutions, Llc Questions
Physicians Wealth Solutions, Llc's website is physicians-ws.com
Physicians Wealth Solutions, Llc's LinkedIn profile is https://www.linkedin.com/company/physicians-wealth-solutions-llc
Physicians Wealth Solutions, Llc has
3 employees.
View email and phone details for 3
employees at Physicians Wealth Solutions, Llc.
Physicians Wealth Solutions, Llc's industry is
Investment Management
Physicians Wealth Solutions, Llc's top competitors are
Mission Met,
Uberdata Networks,
Industrial Engineer.ai,
Levata,
Phi Chi Theta Business Fraternity,
Barcodes, Inc.,
Bob Evans Farms, Inc.,
Icr, Inc.,
Collins Engineers, Inc.,
Delta Sigma Pi-Nu Chapter.
Physicians Wealth Solutions, Llc's categories are Investment Management
Physicians Wealth Solutions, Llc's founding year is 2013
