Assets Under Management
$1.0B
Number of Clients
729
Number of Advisors
9
Average Client AUM
$1.4M
AUM per Advisor
$113.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wealth Dimensions Group offers financial planning, portfolio management, and general consulting. Financial planning covers estate, risk management, budgeting, retirement, education funding, and portfolio design. Portfolio management is offered on a discretionary or non-discretionary basis. They may recommend third-party advisors.
| Assets Under Management | 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, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where WDG deems it appropriate under the circumstances and factors involved, including discounted fees for charitable or civic organizations.
7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249