| 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. |
| 2 – Diligent 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 $500,000. |
| 3 – Looking 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. |
How We Charge for Our Services
| ♦ 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. |
If this sounds like you, and you have saved at least $500,000 towards your retirement, we would love to speak with you. Let’s get in touch.
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