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 | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
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
Advisor Information
Office location
50 E-Business Way, Suite 120, Cincinnati, OH, 45241
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
Stephen is an insurance agent for several companies, selling life, health, disability, and long-term care insurance, dedicating a few hours per week. He also owns rental property and works as an instructor for Kaplan, teaching the CFP curriculum, dedicating minimal time to each.