Personal Choice Financial Advisors

Company Description (LinkedIn): Welcome to Personal Choice Financial Advisors, LLC. We work with families who enjoy using their finances and talents to achieve a happier, more fulfilling life with the people they care about most. Our clients look to achieve financial independence through a proactive relationship and understanding of their finances.

Our goal is to help you achieve the life you desire most.

We began in the mid 1990s serving Procter & Gamble employees, retirees, and their families. They have referred loved ones and friends to our services and enabled us to help all types of clients in every stage of life.

• ⏳ Active Since: 1991
• 📍 Location: Cincinnati, Ohio
• 🔢 Employee Count: 4
• 👥 Followers: 26

From WCI application:

• Services Offered: Services: Financial planning, investment management, student loan management, tax strategizing
• View full WCI application 🔗

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 130
• 🧾 Number of accounts: 435
• 🛍 Average Account Size: $298,628

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.financialrounds.com