Advisor at Financial Management Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Management Strategies, Inc.
Location
Broadview Hts., OH 44147
Credentials
Series 66
Industry experience
25 years
Charles Elliott is a financial advisor with Financial Management Strategies, Inc. and holds a Series 66 designation. He has 25 years of industry experience, including roles at Cetera Wealth Services, LLC and Financial Management Strategies, Inc. In addition to his advisory work, he is also licensed to sell fixed insurance products. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and offers portfolio management, retirement-plan advisory, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a variety of analytical methods, maintains individualized investment policies with ongoing monitoring, and provides both discretionary and non-discretionary account management.
Based on Financial Management Strategies, Inc.
Based on Financial Management Strategies, Inc.
Fixed fees for financial planning/consulting typically range from $250 to $10,000; one-time fixed fees for consulting services may range from $1,000 to $25,000
$0 - $100,000: 1.50% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 1.00%
Hourly consulting fees range from $75 to $250 per hour
Minimum fee: No minimum fee for retirement plan advisory services; no specific minimum fee stated for other services Fee-only: Financial planning and consulting services offered on fixed fee basis ($250 to $10,000) or hourly fee ($75 to $250 per hour)
9200 South Hills Blvd., Suite 310
Broadview Hts., OH 44147
Ohio · Texas
Cetera Wealth Services, LLC
2013 - Present (13 years)
Financial Management Strategies, Inc.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Chagrin Falls, OH
M. Thomas Capital Management
Series 63
Westlake, OH
Argo Wealth Management
Series 63
Parma, OH
Intelligent Capital Management LLC
Series 63, Series 65
Solon, OH
WRK Investments, LLC
Series 63, Series 65
Brecksville, OH
Jaras Financial Services, Inc.
CFA®, Series 65
Solon, OH
Private Harbour Investment Management & Counsel LLC.
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