Wealthquest Corporation (WQC) provides investment advisory, financial planning, estate planning, and tax preparation services. WQC offers three advisory programs: Ascend (for portfolios less than $500,000), Expeditions (for portfolios between $500,000 and $2,500,000), and Summit (for portfolios above $2,500,000). WQC manages investments in various securities, including mutual funds, ETFs, stocks, and bonds. Financial planning services cover retirement, taxes, insurance, and education funding. Estate planning assistance is also provided, including estate plan reviews and credits for reimbursement of legal work. Tax return preparation is generally offered at no charge.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Assets less than $500,000 are subject to a minimum quarterly fee of $1,500. Ascend Advisory Services charges 0.80% of the portfolio's value annually, plus a fixed fee of $1,800 per year, and an initial setup fee of $2,000. Fees are negotiable.