Matthew
Lefelhoc
Whitcomb & Hess, Inc
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About this Advisor
Matthew Lefelhoc is a financial advisor who works out of Ashland, Ohio with a total of 2 years of relevant experience. Lefelhoc is currently employed by Whitcomb & Hess, Inc. The advisor has gained experience at Whitcomb & Hess, Inc, The Ohio State University, Ashland City Schools, School and Green Valley Growers. Lefelhoc has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Ohio. Whitcomb & Hess, Inc is a registered investment firm based in Ashland, OH. It administers $297 million in assets between its 2,461 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 14 charities and foundations. Of its 2,461 accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial management fee schedules largely depend on which services the firm provides the client. Fee types charged by Whitcomb & Hess, Inc most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Whitcomb & Hess, Inc Brokerage Details
$297,009,633
29
2,461
$120,687
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Lefelhoc Work History
Matthew has been registered as a financial advisor for 2 years.*
Whitcomb & Hess, Inc
Whitcomb & Hess, Inc
Green Valley Growers
Ashland City Schools
Green Valley Growers
The Ohio State University
The Ohio State University
Ashland City Schools
Green Valley Growers
The Ohio State University
The Ohio State University
Ashland City Schools
Ashland City Schools
Ashland City Schools
School
*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 Matthew Lefelhoc 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 Whitcomb & Hess, Inc
Ashland, OH
Ashland, OH
Ashland, OH
Ashland, OH
Ashland, OH
Ashland, OH
Ashland, OH
Ashland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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