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- Custodian
- Charles Schwab & Company · Morgan Stanley · RBC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2014
- Office Locations
- 1
Office Locations
About Physicians Wealth Solutions, LLC
Physicians Wealth Solutions, LLC is a Columbus, OH fiduciary advisory firm serving physicians, offering financial planning and customized portfolio management for professional and retirement goals. The firm builds diversified portfolios using individual stocks, ETFs, mutual funds, and bonds, with a focus on managing risk and keeping costs low. As fee-for-service advisors with no proprietary products (fees from 0.5%/yr), assets are custodied at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK WILLIAM KAMANN
Partner, President
- CRD
- #2506981
- Ownership
- 25% but less than 50%
JOHN QUIMJIAN
Financial Advisor, General Partner, Managing Member, SENIOR FINANCIAL ADVISOR
- CRD
- #6307269
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,294,919 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,294,919 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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