Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of the client's total net worth or the value of the managed portfolio, typically ranging from 0.50% to 1.00%. Fees are individually negotiated and agreed upon at the beginning of the relationship based on the services provided. Manager fees are charged in addition to WDFO's fee. Certain principals and employees maintain insurance licenses and may receive commissions for sales of insurance products, with client notification in advance. Certain employees maintain licenses to practice law and may receive legal fees for the provision of these services.
Areas of Practice
Advisor Information
Office location
7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Thomas is licensed to sell insurance in Ohio and owns Lake Break, LLC, a vacation rental property, dedicating a few hours per week. He is also a co-owner of Professional Practice Advisors, LLC, a practice management consulting firm, spending minimal time on this activity.