ML
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
1,534 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.9B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | 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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
WQC charges an annual fee based on a percentage of assets under management, as detailed in the fee table. They also offer financial planning, tax preparation, and estate planning services, sometimes with credits for outside professionals. Tax return preparation may incur a flat fee ranging from $250-$500 in select situations. Minimum investment is not explicitly stated.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable Giving
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Advisor Information
Office location
50 E-Business Way, Suite 120, Cincinnati, OH, 45241
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Wealthquest Corporation
July 2014 - Present · 11 yrs 6 mos
Previous Registrations
Amerivest Investment Management, LLC
May 2006 - June 2014 · 8 yrs 1 mo
TD Ameritrade, INC.
May 2003 - June 2014 · 11 yrs 1 mo
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.