Cedric Louit is a registered investment advisor at Total Wealth Planning, LLC, based in Cincinnati, OH. Cedric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 777 clients with $1.2B 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 | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable in circumstances when multiple client relationships result from the same immediate family. Some long-term existing Clients may be grandfathered under previous fee agreements not listed above. Clients who choose more comprehensive financial planning services without the suggested minimum assets are likely to pay a higher annual rate (%) than listed above. With the exception of a client paying a minimum fee, no client in good standing will pay an advisory fee rate higher than what is listed above.
Fee Estimator
Location
4665 Cornell Rd., Ste. 160, Cincinnati, OH, 45241
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Total Wealth Planning, LLC
Previous Registrations
Cwm, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.