Physicians Wealth Solutions, LLC
Investment Management
Columbus, Oh, United States
3 employees
- Employees
- 3
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Physicians Wealth Solutions, LLC Overview
- Headquarters
- Columbus, Oh, United States
- Website
- physicians-ws.com
- Industry
- Investment Management
- Employees
- 3
- Founded
- 2013
- Funding
- ,
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Physicians Wealth Solutions, LLC
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.
Physicians Wealth Solutions, LLC Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 2
- 66.7% coverage
Physicians Wealth Solutions, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| John Stewart | Senior Financial Advisor/portfolio | Columbus, Ohio Metropolitan Area, United States |
Email
Phone
|
| Parker Van Horne | Student at the Ohio State University | Delaware, Ohio, United States |
View
|
| John D. Quimjian M.d. | Financial Advisor | Dublin, Ohio, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
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