Assets Under Management
$518.2M
Number of Clients
454
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$259.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Founded in 1984, Wealth Planning Corporation offers fee-based investment advisory and financial planning services. They create investment policy statements and implement diversified model portfolios. Financial planning covers retirement, education, insurance, estate, tax, and cash flow management. Fees may be discounted for clients utilizing multiple services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.35% |
8370 E. Kemper Road, Cincinnati, OH, 45249