Physicians Wealth Solutions, LLC

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
Industry
Investment Management
Employees
3
Founded
2013
Funding
,
NAICS
Other Financial Investment Activities
Portfolio Management
All 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 Contact
John Stewart Senior Financial Advisor/portfolio
Email Phone
Parker Van Horne Student at the Ohio State University
View
John D. Quimjian M.d. Financial Advisor
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 1

Compare Similar Companies to Physicians Wealth Solutions, LLC