Daniel Vogelpohl is a registered investment advisor at Wealth Dimensions Family Office, INC, based in Cincinnati, OH, with 20 years of industry experience. Daniel 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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Daniel is a Director of Family Relationships at Wealth Dimensions Family Office, Inc. He also serves as a board member and treasurer for multiple non-profit organizations, including the Cincinnati Parks Foundation, the Patty Brisben Foundation, and the Ronald McDonald House Charities of Greater Cincinnati, dedicating minimal time to each.
Employment History
Current Registrations
Wealth Dimensions Family Office, INC
Wealth Dimensions Group, LTD.
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations1 state
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