Thomas Schiller is a CFP-designated registered investment advisor at Wealth Dimensions Group, LTD., based in Cincinnati, OH, with 7 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 729 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
WDG may negotiate special fee arrangements where WDG deems it appropriate.
Fee Estimator
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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Learn about disclosures →Other Business Activities
Thomas is the treasurer for the Michael Robison Political Campaign, spending minimal time on filing reports and managing finances. He is also a board member of Beacon for Youth Foundation, a non-profit, dedicating minimal time to reviewing financial statements and investment performance.
Employment History
Current Registrations
Wealth Dimensions Group, LTD.
Previous Registrations
Plante Moran Financial Advisors
State Registrations1 state
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