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RETURN ON LIFE WEALTH PARTNERS
7000 Fitzwater Road
Suite 300
Cleveland, Ohio 44141
Tel: 440-740-0130
About RETURN ON LIFE WEALTH PARTNERS
RETURN ON LIFE WEALTH PARTNERS, formally registered with the SEC as RETURN ON LIFE WEALTH PARTNERS. The firm was established in 03/14/2017. They have over 1 offices throughout the country.
RETURN ON LIFE WEALTH PARTNERS is a Cleveland, Ohio based Financial Planning firm with nearly $368,213,298 assets under management, offering retirement planning & investment advisory services to 755 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112879 |
| SEC# | 801-110086 |
| Assets Managed by Firm | $368,213,298 |
| No. of Clients | 755 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 755 | $368,213,298 |
| Individuals (other than high net worth individuals) | 192 | $100,367,219 |
| High net worth individuals | 66 | $195,528,521 |
| Pension and profit sharing plans | 28 | $72,317,558 |
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