Advisor at Reservoir Wealth Management
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Firm
Reservoir Wealth Management
Location
Lima, OH 45804
Credentials
Series 65
Industry experience
6 years
Shawn Goetz is a Series 65-licensed advisor with Reservoir Wealth Management in Lima, Ohio, where he has worked since 2019. He has six years of experience in the financial industry and previously spent 13 years at Magnam Truck & Equipment. Reservoir Retirement Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis, and offers discretionary investment management, comprehensive financial planning, and employee benefit plan consulting.
Based on Reservoir Wealth Management
Based on Reservoir Wealth Management
$1 - $100,000: 1.25% $100,001 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001+: 0.75%
Comprehensive Financial Planning: upfront $250 plus $50-$600 per month, negotiable based on complexity
Comprehensive Financial Planning ongoing fee $50-$600 per month, paid monthly in arrears
2100 Lost Creek Boulevard
Lima, OH 45804
Ohio
Reservoir Wealth Management
2019 - Present (7 years)
Magnam Truck & Equipment
2006 - 2019 (13 years)
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Other specialized services
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