Thomas Cooney is a CFP-designated registered investment advisor at Wealth Dimensions Family Office, INC, based in Cincinnati, OH, with 6 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 16 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Dimensions Family Office charges fees based on a percentage of your total net worth or the value of your managed portfolio. Typical fees range from 0.50% to 1.00%, but are individually negotiated based on the services provided. These fees are in addition to the fees charged by the separate account managers who actually manage the investments.
Location
7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the President of CFS&D LLC and Nickella Enterprises LLC, both real estate rental businesses. He also manages Salzer Realty, is a Trustee & Treasurer for BMW Store of Cincinnati, a board member for Wesley Community Services, and a receiver for Ultimate Air Shuttle, dedicating about half his time to the latter.
Employment History
Current Registrations
Wealth Dimensions Family Office, INC
Wealth Dimensions Group, LTD.
State Registrations1 state
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