Assets Under Management
$175.8M
Number of Clients
655
Number of Advisors
82
Average Client AUM
$268K
AUM per Advisor
$2.1M
Compensation
Fee-Only (AUM)
W&S Brokerage Services, Inc. (W&SBS) offers the W&S Wealth Solutions program, a fee-based asset allocation program with 25 models invested in various funds. Clients are matched to a risk profile and investment objective to determine the appropriate model. W&SBS and its sub-adviser have discretion over fund selection and asset allocation.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
400 Broadway, Cincinnati, OH, 45202