The Bottom Line Wealth Management Ltd.
The Bottom Line Wealth Management Ltd. (CRD# 313232) is a financial advisory firm headquartered in Toledo, OH. They manage $7,417,986 in 202 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts202ACCOUNTS
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Average Account Value$36,723
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, GA, IN, MI, NC, OH
Financial Advisors at The Bottom Line Wealth Management Ltd.
1
David Hoobler (CRD# 7074161) is an Investment Advisor Representative working at The Bottom Line Wealth Management Ltd. in Toledo, OH and has over 7 years of experience in the finance industry.
2
Gyeral Nice (CRD# 7074171) is an Investment Advisor Representative working at The Bottom Line Wealth Management Ltd. in Toledo, OH and has over 7 years of experience in the finance industry.
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