Broadus
Cleveland
Calvary Wealth, LLC
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About this Advisor
Broadus Cleveland is a certified financial planner and personal financial specialist who works out of Augusta, Georgia with a total of 19 years of relevant experience. Cleveland works at Calvary Wealth, LLC. They have been employed by Calvary Wealth, Llc for their entire career. Cleveland is able to advise clients in Georgia, Louisiana and South Carolina. Calvary Wealth, LLC is a company operating out of Augusta, GA. The company has just two people on staff. It oversees $139 million in total assets across its 390 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 390 customer accounts, 67% are associated with high-net-worth individuals who have greater than $1 million in assets. Calvary Wealth, LLC has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. A financial advisor's fee schedules depend on which services the firm provides the client. Fee types billed by Calvary Wealth, LLC most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Calvary Wealth, LLC Brokerage Details
$138,466,304
2
390
$355,042
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Broadus Cleveland Work History
Broadus has been registered as a financial advisor for 19 years.*
Calvary Wealth, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Broadus Cleveland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Calvary Wealth, LLC
Augusta, GA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
