Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Holthaus is a Chartered Financial Analyst with over 10 years of experience in the financial services industry. He is currently registered with Bartlett & Co. Wealth Management LLC and provides financial planning and portfolio management services to individuals, families, and businesses. Andrew is dedicated to providing personalized advice and guidance to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions; insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
11/25/2024 - Present
Bartlett & Co. Wealth Management LLC (CINCINNATI OH)
Active
Inactive
Not sure Andrew Holthaus is the right advisor for you? Invested Better is here to help.
