Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
For deposits > $5,000,000, 0.75% on the first $5,000,000, then 0.35% on the AUM > $5,000,000. A discount for Family Households of related existing clients with balances greater than $500,000 will be applied under a discounted fee rate equal to 1.10% ($500,001 - $1,000,000) until such time as a Family Household client is eligible for any further bracket reduction based upon their own account size.
Fee Estimator
Investment advisory fees are based on a tiered schedule of assets under management. For charitable/non-profit organizations, the fee is 0.60%. Financial planning services are provided under a fixed-fee arrangement, starting at $1,800, and may be discounted for investment advisory clients. WPC's hourly rate for additional services is $350 per hour.
Areas of Practice
Advisor Information
Office location
8370 E. Kemper Road, Cincinnati, OH, 45249
Get directionsRegulatory History
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