Who We Serve

1 - Retired, or close to it

We specialize in people who are retired or very close to it (typically 5 years or less).
This allows us to tailor our service and expertise to the unique needs of retirees.

2Diligent savers

While our clients would hardly consider themselves to be “rich.”
thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $750,000.

3Looking for a trusted advisor

Our clients understand that the success of their retirement is too important to be doing it themselves. They understand the value of having expert guidance.

♦ Our Fees

1.00% On Assets Under Management
Western Reserve Capital Management provides financial planning and investment management. Our advisory fee is calculated based on a percentage of assets we manage on your behalf.

Minimum Fee

$10,000 per year
Advisory fees are subject to a minimum fee of $10,000 per year ($2,500 quarterly) for investing and planning (wealth management) services. Fees are paid in arrears at the end of each quarter and are assessed based on the account asset value(s) on the last business day of the previous quarter. When an account is established, the management fee is prorated for the current quarter.